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 | $53,395 | $210,648-74.7% | $177,989-70.0% | $145,922-63.4% |
| Participation rate | 68.8% | 80.8%-12.0pp | 77.1%-8.3pp | 80.3%-11.5pp |
| Annual return | 12.96% | 385.86%-372.9pp | 294.48%-281.5pp | 561.29%-548.3pp |
| Employer contribution / active EE | $620 | $4,565-86.4% | $3,949-84.3% | $4,660-86.7% |
| Participant deferral / active EE | $1,588 | $6,958-77.2% | $6,276-74.7% | $6,688-76.3% |
| Admin fee / account holder | $1,926 | $12,013-84.0% | $10,363-81.4% | $13,397-85.6% |