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 | $51,311 | $73,515-30.2% | $62,995-18.5% | $147,584-65.2% |
| Participation rate | 68.2% | 77.9%-9.7pp | 74.8%-6.6pp | 82.8%-14.6pp |
| Annual return | 22.53% | 175.43%-152.9pp | 87.57%-65.0pp | 578.55%-556.0pp |
| Employer contribution / active EE | $777 | $3,320-76.6% | $2,759-71.8% | $4,876-84.1% |
| Participant deferral / active EE | $1,829 | $4,185-56.3% | $3,329-45.1% | $5,439-66.4% |
| Admin fee / account holder | $923 | $5,953-84.5% | $3,600-74.4% | $10,885-91.5% |