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 | $67,775 | $102,966-34.2% | $90,281-24.9% | $152,861-55.7% |
| Participation rate | 54.5% | 75.9%-21.3pp | 73.3%-18.7pp | 82.4%-27.9pp |
| Annual return | 13.15% | 95.16%-82.0pp | 78.10%-64.9pp | 345.32%-332.2pp |
| Employer contribution / active EE | $774 | $3,139-75.3% | $2,854-72.9% | $4,762-83.7% |
| Participant deferral / active EE | $3,613 | $4,281-15.6% | $3,885-7.0% | $5,850-38.2% |
| Admin fee / account holder | $1,301 | $6,171-78.9% | $5,351-75.7% | $11,596-88.8% |