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 | $64,684 | $98,240-34.2% | $82,313-21.4% | $147,584-56.2% |
| Participation rate | 56.3% | 79.7%-23.5pp | 76.9%-20.6pp | 82.8%-26.6pp |
| Annual return | 12.42% | 30.85%-18.4pp | 25.88%-13.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,382 | $3,192-56.7% | $2,428-43.1% | $4,876-71.7% |
| Participant deferral / active EE | $1,856 | $4,383-57.7% | $3,706-49.9% | $5,439-65.9% |
| Admin fee / account holder | $2,278 | $8,563-73.4% | $5,608-59.4% | $10,885-79.1% |