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 | $73,214 | $114,381-36.0% | $107,525-31.9% | $142,382-48.6% |
| Participation rate | 28.6% | 78.1%-49.6pp | 75.1%-46.5pp | 80.1%-51.5pp |
| Annual return | 16.27% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,166 | $4,015-71.0% | $3,754-68.9% | $4,299-72.9% |
| Participant deferral / active EE | $1,976 | $5,564-64.5% | $5,116-61.4% | $6,507-69.6% |
| Admin fee / account holder | $15,932 | $9,860+61.6% | $8,919+78.6% | $12,624+26.2% |