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 | $58,015 | $91,037-36.3% | $71,671-19.1% | $147,584-60.7% |
| Participation rate | 39.1% | 76.1%-37.0pp | 68.7%-29.6pp | 82.8%-43.7pp |
| Annual return | 13.43% | 20.48%-7.0pp | 20.65%-7.2pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,499 | $3,327-54.9% | $2,460-39.1% | $4,876-69.3% |
| Participant deferral / active EE | $1,947 | $4,498-56.7% | $3,438-43.4% | $5,439-64.2% |
| Admin fee / account holder | $1,956 | $8,613-77.3% | $5,558-64.8% | $10,885-82.0% |