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 | $64,008 | $106,890-40.1% | $84,015-23.8% | $152,861-58.1% |
| Participation rate | 54.2% | 75.2%-21.1pp | 69.0%-14.8pp | 82.4%-28.3pp |
| Annual return | 24.57% | 104.99%-80.4pp | 71.31%-46.7pp | 345.32%-320.7pp |
| Employer contribution / active EE | $835 | $2,734-69.5% | $1,983-57.9% | $4,762-82.5% |
| Participant deferral / active EE | $1,946 | $4,011-51.5% | $3,239-39.9% | $5,850-66.7% |
| Admin fee / account holder | $526 | $8,285-93.7% | $6,101-91.4% | $11,596-95.5% |