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 | $58,599 | $176,812-66.9% | $146,665-60.0% | $167,490-65.0% |
| Participation rate | 56.3% | 83.6%-27.4pp | 80.1%-23.8pp | 82.1%-25.9pp |
| Annual return | 11.63% | 24.03%-12.4pp | 22.74%-11.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $2,075 | $5,160-59.8% | $4,136-49.8% | $4,837-57.1% |
| Participant deferral / active EE | $3,943 | $6,440-38.8% | $5,506-28.4% | $6,341-37.8% |
| Admin fee / account holder | $5,320 | $13,259-59.9% | $10,280-48.2% | $12,309-56.8% |