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 | $70,059 | $91,190-23.2% | $178,490-60.7% | $79,858-12.3% |
| Participation rate | 61.4% | 69.2%-7.8pp | 81.9%-20.6pp | 69.6%-8.3pp |
| Annual return | 24.21% | 24.19%0pp | 151.07%-126.9pp | 31.71%-7.5pp |
| Employer contribution / active EE | $493 | $3,256-84.9% | $5,011-90.2% | $2,471-80.1% |
| Participant deferral / active EE | $1,202 | $3,236-62.9% | $5,202-76.9% | $3,740-67.9% |
| Admin fee / account holder | $2,288 | $6,751-66.1% | $13,984-83.6% | $5,306-56.9% |