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 | $59,880 | $226,064-73.5% | $182,532-67.2% | $152,861-60.8% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.4%-22.4pp |
| Annual return | 16.67% | 192.51%-175.8pp | 148.54%-131.9pp | 345.32%-328.6pp |
| Employer contribution / active EE | $981 | $4,978-80.3% | $4,076-75.9% | $4,762-79.4% |
| Participant deferral / active EE | $4,380 | $6,368-31.2% | $5,524-20.7% | $5,850-25.1% |
| Admin fee / account holder | $50,467 | $10,703+371.5% | $8,592+487.4% | $11,596+335.2% |