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 | $54,312 | $118,849-54.3% | $96,562-43.8% | $167,490-67.6% |
| Participation rate | 55.6% | 75.5%-19.9pp | 69.8%-14.3pp | 82.1%-26.5pp |
| Annual return | 11.08% | 50.49%-39.4pp | 37.78%-26.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $800 | $3,120-74.4% | $2,356-66.1% | $4,837-83.5% |
| Participant deferral / active EE | $2,217 | $4,616-52.0% | $3,849-42.4% | $6,341-65.0% |
| Admin fee / account holder | $685 | $8,065-91.5% | $6,181-88.9% | $12,309-94.4% |