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 | $68,322 | $77,314-11.6% | $177,989-61.6% | $80,856-15.5% |
| Participation rate | 35.4% | 65.7%-30.3pp | 77.1%-41.6pp | 67.6%-32.2pp |
| Annual return | 11.44% | 18.09%-6.6pp | 294.48%-283.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $745 | $2,292-67.5% | $3,949-81.1% | $2,755-72.9% |
| Participant deferral / active EE | $1,750 | $4,411-60.3% | $6,276-72.1% | $4,296-59.3% |
| Admin fee / account holder | $3,907 | $7,191-45.7% | $10,363-62.3% | $6,918-43.5% |