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 | $61,788 | $118,849-48.0% | $96,562-36.0% | $167,490-63.1% |
| Participation rate | 63.6% | 75.5%-11.8pp | 69.8%-6.2pp | 82.1%-18.5pp |
| Annual return | 12.29% | 50.49%-38.2pp | 37.78%-25.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $699 | $3,120-77.6% | $2,356-70.3% | $4,837-85.6% |
| Participant deferral / active EE | $2,119 | $4,616-54.1% | $3,849-44.9% | $6,341-66.6% |
| Admin fee / account holder | $1,089 | $8,065-86.5% | $6,181-82.4% | $12,309-91.2% |