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 | $75,324 | $83,902-10.2% | $167,512-55.0% | $84,808-11.2% |
| Participation rate | 49.4% | 66.5%-17.1pp | 77.1%-27.7pp | 68.3%-18.9pp |
| Annual return | 23.98% | 91.55%-67.6pp | 1615.79%-1591.8pp | 40.90%-16.9pp |
| Employer contribution / active EE | $1,506 | $2,264-33.5% | $3,882-61.2% | $2,631-42.8% |
| Participant deferral / active EE | $3,929 | $4,442-11.5% | $6,405-38.6% | $4,212-6.7% |
| Admin fee / account holder | $2,889 | $7,915-63.5% | $9,769-70.4% | $7,344-60.7% |