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 | $45,938 | $118,849-61.3% | $96,562-52.4% | $167,490-72.6% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 9.69% | 50.49%-40.8pp | 37.78%-28.1pp | 478.56%-468.9pp |
| Employer contribution / active EE | $977 | $3,120-68.7% | $2,356-58.6% | $4,837-79.8% |
| Participant deferral / active EE | $2,114 | $4,616-54.2% | $3,849-45.1% | $6,341-66.7% |
| Admin fee / account holder | $1,109 | $8,065-86.3% | $6,181-82.1% | $12,309-91.0% |