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 | $67,509 | $111,724-39.6% | $93,606-27.9% | $145,922-53.7% |
| Participation rate | 47.6% | 74.2%-26.6pp | 68.7%-21.1pp | 80.3%-32.7pp |
| Annual return | 15.60% | 202.98%-187.4pp | 133.20%-117.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,458 | $3,090-52.8% | $2,420-39.8% | $4,660-68.7% |
| Participant deferral / active EE | $3,426 | $4,912-30.3% | $4,411-22.3% | $6,688-48.8% |
| Admin fee / account holder | $740 | $10,250-92.8% | $8,285-91.1% | $13,397-94.5% |