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 | $79,924 | $158,398-49.5% | $126,539-36.8% | $142,382-43.9% |
| Participation rate | 26.3% | 75.8%-49.5pp | 69.8%-43.5pp | 80.1%-53.8pp |
| Annual return | 14.93% | 593.76%-578.8pp | 425.95%-411.0pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,245 | $4,650-73.2% | $3,674-66.1% | $4,299-71.0% |
| Participant deferral / active EE | $2,459 | $4,767-48.4% | $4,083-39.8% | $6,507-62.2% |
| Admin fee / account holder | $790 | $6,918-88.6% | $6,065-87.0% | $12,624-93.7% |