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 8-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 | $61,243 | $56,053+9.3% | $75,972-19.4% | $80,856-24.3% |
| Participation rate | 22.2% | 62.0%-39.8pp | 69.1%-46.8pp | 67.6%-45.4pp |
| Annual return | 10.51% | 20.53%-10.0pp | 359.55%-349.0pp | 35.59%-25.1pp |
| Employer contribution / active EE | $937 | $1,874-50.0% | $2,685-65.1% | $2,755-66.0% |
| Participant deferral / active EE | $1,879 | $3,052-38.4% | $4,255-55.8% | $4,296-56.3% |
| Admin fee / account holder | $820 | $5,234-84.3% | $6,467-87.3% | $6,918-88.2% |