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 | $60,196 | $158,398-62.0% | $126,539-52.4% | $142,382-57.7% |
| Participation rate | 42.9% | 75.8%-32.9pp | 69.8%-27.0pp | 80.1%-37.3pp |
| Annual return | 11.32% | 593.76%-582.4pp | 425.95%-414.6pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,444 | $4,650-69.0% | $3,674-60.7% | $4,299-66.4% |
| Participant deferral / active EE | $3,392 | $4,767-28.8% | $4,083-16.9% | $6,507-47.9% |
| Admin fee / account holder | $3,891 | $6,918-43.8% | $6,065-35.8% | $12,624-69.2% |