See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,847 | $65,390+0.7% | $169,368-61.1% | $71,457-7.9% |
| Participation rate | 36.2% | 67.0%-30.8pp | 77.1%-41.0pp | 67.9%-31.8pp |
| Annual return | 16.21% | 21.31%-5.1pp | 405.60%-389.4pp | 28.85%-12.6pp |
| Employer contribution / active EE | $606 | $2,079-70.8% | $4,013-84.9% | $2,588-76.6% |
| Participant deferral / active EE | $3,202 | $4,367-26.7% | $6,221-48.5% | $4,289-25.3% |
| Admin fee / account holder | $589 | $1,324-55.5% | $9,003-93.5% | $1,587-62.9% |