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 | $68,242 | $42,886+59.1% | $88,946-23.3% | $85,563-20.2% |
| Participation rate | 6.8% | 37.9%-31.1pp | 68.8%-62.1pp | 66.0%-59.2pp |
| Annual return | 17.18% | 44.56%-27.4pp | 57.82%-40.6pp | 31.51%-14.3pp |
| Employer contribution / active EE | $138 | $1,147-88.0% | $2,555-94.6% | $2,654-94.8% |
| Participant deferral / active EE | $363 | $2,108-82.8% | $4,581-92.1% | $4,375-91.7% |
| Admin fee / account holder | $8,276 | $2,263+265.7% | $8,261+0.2% | $834+892.1% |