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 | $59,874 | $118,849-49.6% | $96,562-38.0% | $167,490-64.3% |
| Participation rate | 42.9% | 75.5%-32.6pp | 69.8%-27.0pp | 82.1%-39.2pp |
| Annual return | 12.04% | 50.49%-38.4pp | 37.78%-25.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $723 | $3,120-76.8% | $2,356-69.3% | $4,837-85.1% |
| Participant deferral / active EE | $1,403 | $4,616-69.6% | $3,849-63.6% | $6,341-77.9% |
| Admin fee / account holder | $16,335 | $8,065+102.5% | $6,181+164.3% | $12,309+32.7% |