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 | $78,042 | $107,334-27.3% | $92,893-16.0% | $152,861-48.9% |
| Participation rate | 52.4% | 79.8%-27.4pp | 76.0%-23.6pp | 82.4%-30.1pp |
| Annual return | 12.58% | 145.58%-133.0pp | 109.41%-96.8pp | 345.32%-332.7pp |
| Employer contribution / active EE | $1,054 | $4,221-75.0% | $3,653-71.1% | $4,762-77.9% |
| Participant deferral / active EE | $3,965 | $4,845-18.2% | $4,236-6.4% | $5,850-32.2% |
| Admin fee / account holder | $1,367 | $7,079-80.7% | $5,794-76.4% | $11,596-88.2% |