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 | $75,109 | $176,056-57.3% | $159,436-52.9% | $167,490-55.2% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 13.01% | 331.75%-318.7pp | 263.57%-250.6pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,260 | $5,297-57.3% | $4,829-53.2% | $4,837-53.3% |
| Participant deferral / active EE | $4,757 | $7,750-38.6% | $7,352-35.3% | $6,341-25.0% |
| Admin fee / account holder | $2,769 | $12,554-77.9% | $10,799-74.4% | $12,309-77.5% |