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 | $61,390 | $63,861-3.9% | $104,607-41.3% | $79,858-23.1% |
| Participation rate | 34.0% | 64.9%-31.0pp | 74.1%-40.1pp | 69.6%-35.7pp |
| Annual return | 12.21% | 21.30%-9.1pp | 340.46%-328.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $410 | $1,588-74.2% | $2,681-84.7% | $2,471-83.4% |
| Participant deferral / active EE | $979 | $2,693-63.6% | $3,740-73.8% | $3,740-73.8% |
| Admin fee / account holder | $852 | $4,185-79.6% | $6,473-86.8% | $5,306-83.9% |