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 | $56,306 | $113,339-50.3% | $94,993-40.7% | $147,584-61.8% |
| Participation rate | 69.6% | 78.0%-8.4pp | 73.9%-4.3pp | 82.8%-13.3pp |
| Annual return | 17.07% | 20.77%-3.7pp | 27.12%-10.1pp | 578.55%-561.5pp |
| Employer contribution / active EE | $870 | $3,160-72.5% | $2,603-66.6% | $4,876-82.2% |
| Participant deferral / active EE | $1,391 | $3,777-63.2% | $3,317-58.1% | $5,439-74.4% |
| Admin fee / account holder | $2,185 | $6,063-64.0% | $4,960-55.9% | $10,885-79.9% |