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 | $63,599 | $155,788-59.2% | $124,672-49.0% | $167,490-62.0% |
| Participation rate | 47.6% | 81.1%-33.5pp | 74.6%-27.0pp | 82.1%-34.5pp |
| Annual return | 12.35% | 17.97%-5.6pp | 5142.93%-5130.6pp | 478.56%-466.2pp |
| Employer contribution / active EE | $1,044 | $4,163-74.9% | $3,324-68.6% | $4,837-78.4% |
| Participant deferral / active EE | $2,282 | $5,673-59.8% | $4,614-50.5% | $6,341-64.0% |
| Admin fee / account holder | $6,927 | $9,531-27.3% | $7,493-7.6% | $12,309-43.7% |