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 7-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 | $58,177 | $49,915+16.6% | $154,803-62.4% | $74,304-21.7% |
| Participation rate | 18.2% | 54.0%-35.8pp | 78.1%-59.9pp | 60.3%-42.2pp |
| Annual return | 71.75% | 34.06%+37.7pp | 58.88%+12.9pp | 29.43%+42.3pp |
| Employer contribution / active EE | $556 | $1,611-65.5% | $4,305-87.1% | $2,241-75.2% |
| Participant deferral / active EE | $1,415 | $2,255-37.2% | $5,540-74.5% | $3,767-62.4% |
| Admin fee / account holder | $2,419 | $2,189+10.5% | $14,329-83.1% | $2,969-18.5% |