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 | $60,087 | $175,202-65.7% | $149,673-59.9% | $139,434-56.9% |
| Participation rate | 45.8% | 83.4%-37.5pp | 78.8%-32.9pp | 80.3%-34.5pp |
| Annual return | 19.82% | 166.71%-146.9pp | 134.42%-114.6pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,573 | $5,474-71.3% | $4,818-67.4% | $4,751-66.9% |
| Participant deferral / active EE | $2,858 | $6,519-56.2% | $5,680-49.7% | $6,710-57.4% |
| Admin fee / account holder | $5,280 | $16,150-67.3% | $13,210-60.0% | $11,403-53.7% |