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 | $68,306 | $111,724-38.9% | $93,606-27.0% | $145,922-53.2% |
| Participation rate | 52.6% | 74.2%-21.6pp | 68.7%-16.1pp | 80.3%-27.6pp |
| Annual return | 21.95% | 202.98%-181.0pp | 133.20%-111.3pp | 561.29%-539.3pp |
| Employer contribution / active EE | $1,266 | $3,090-59.0% | $2,420-47.7% | $4,660-72.8% |
| Participant deferral / active EE | $1,894 | $4,912-61.4% | $4,411-57.1% | $6,688-71.7% |
| Admin fee / account holder | $3,417 | $10,250-66.7% | $8,285-58.8% | $13,397-74.5% |