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 | $76,133 | $105,181-27.6% | $159,436-52.2% | $85,850-11.3% |
| Participation rate | 66.3% | 75.8%-9.5pp | 82.8%-16.5pp | 69.3%-3.0pp |
| Annual return | 17.02% | 45.07%-28.1pp | 263.57%-246.5pp | 318.53%-301.5pp |
| Employer contribution / active EE | $1,109 | $3,318-66.6% | $4,829-77.0% | $2,565-56.7% |
| Participant deferral / active EE | $6,748 | $5,945+13.5% | $7,352-8.2% | $3,952+70.8% |
| Admin fee / account holder | $721 | $6,933-89.6% | $10,799-93.3% | $6,260-88.5% |