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 | $64,190 | $96,635-33.6% | $86,612-25.9% | $139,434-54.0% |
| Participation rate | 35.0% | 74.4%-39.4pp | 71.7%-36.7pp | 80.3%-45.3pp |
| Annual return | 12.68% | 106.41%-93.7pp | 591.07%-578.4pp | 372.94%-360.3pp |
| Employer contribution / active EE | $787 | $3,263-75.9% | $3,022-73.9% | $4,751-83.4% |
| Participant deferral / active EE | $3,040 | $4,836-37.1% | $4,438-31.5% | $6,710-54.7% |
| Admin fee / account holder | $4,344 | $6,408-32.2% | $5,614-22.6% | $11,403-61.9% |