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 | $69,012 | $156,846-56.0% | $121,098-43.0% | $139,434-50.5% |
| Participation rate | 22.2% | 76.4%-54.2pp | 69.5%-47.3pp | 80.3%-58.1pp |
| Annual return | 14.15% | 1474.56%-1460.4pp | 985.75%-971.6pp | 372.94%-358.8pp |
| Employer contribution / active EE | $527 | $5,536-90.5% | $4,164-87.3% | $4,751-88.9% |
| Participant deferral / active EE | $2,086 | $4,844-56.9% | $4,080-48.9% | $6,710-68.9% |
| Admin fee / account holder | $1,718 | $6,946-75.3% | $5,644-69.6% | $11,403-84.9% |