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 | $59,642 | $127,264-53.1% | $109,895-45.7% | $167,490-64.4% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 10.44% | 22.97%-12.5pp | 29.45%-19.0pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,371 | $3,322-58.7% | $2,842-51.8% | $4,837-71.7% |
| Participant deferral / active EE | $2,270 | $4,514-49.7% | $4,048-43.9% | $6,341-64.2% |
| Admin fee / account holder | $670 | $7,114-90.6% | $6,066-88.9% | $12,309-94.6% |