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 | $60,863 | $60,124+1.2% | $90,404-32.7% | $79,858-23.8% |
| Participation rate | 24.0% | 65.0%-41.0pp | 72.7%-48.7pp | 69.6%-45.6pp |
| Annual return | 14.37% | 71.94%-57.6pp | 1293.02%-1278.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $617 | $2,068-70.2% | $3,262-81.1% | $2,471-75.0% |
| Participant deferral / active EE | $1,473 | $2,938-49.9% | $3,963-62.8% | $3,740-60.6% |
| Admin fee / account holder | $3,512 | $3,976-11.7% | $5,611-37.4% | $5,306-33.8% |