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 | $56,522 | $101,069-44.1% | $81,478-30.6% | $147,584-61.7% |
| Participation rate | 59.1% | 74.5%-15.4pp | 68.0%-8.9pp | 82.8%-23.7pp |
| Annual return | 14.74% | 32.40%-17.7pp | 38.78%-24.0pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,302 | $3,205-59.4% | $2,568-49.3% | $4,876-73.3% |
| Participant deferral / active EE | $1,901 | $4,242-55.2% | $3,537-46.2% | $5,439-65.0% |
| Admin fee / account holder | $7,419 | $5,812+27.7% | $4,561+62.7% | $10,885-31.8% |