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 | $55,939 | $90,348-38.1% | $75,972-26.4% | $145,922-61.7% |
| Participation rate | 52.6% | 74.5%-21.8pp | 69.1%-16.4pp | 80.3%-27.6pp |
| Annual return | 8.85% | 620.88%-612.0pp | 359.55%-350.7pp | 561.29%-552.4pp |
| Employer contribution / active EE | $906 | $3,311-72.6% | $2,685-66.3% | $4,660-80.6% |
| Participant deferral / active EE | $1,761 | $5,162-65.9% | $4,255-58.6% | $6,688-73.7% |
| Admin fee / account holder | $1,175 | $8,467-86.1% | $6,467-81.8% | $13,397-91.2% |