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 | $62,368 | $77,899-19.9% | $149,673-58.3% | $75,163-17.0% |
| Participation rate | 42.3% | 65.6%-23.3pp | 78.8%-36.5pp | 67.2%-24.9pp |
| Annual return | 22.25% | 31.72%-9.5pp | 134.42%-112.2pp | 160.62%-138.4pp |
| Employer contribution / active EE | $753 | $3,137-76.0% | $4,818-84.4% | $2,670-71.8% |
| Participant deferral / active EE | $1,870 | $3,411-45.2% | $5,680-67.1% | $4,125-54.7% |
| Admin fee / account holder | $10,566 | $5,956+77.4% | $13,210-20.0% | $5,651+87.0% |