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 | $73,631 | $78,705-6.4% | $117,854-37.5% | $70,131+5.0% |
| Participation rate | 32.3% | 73.2%-40.9pp | 79.7%-47.4pp | 69.5%-37.3pp |
| Annual return | 15.75% | 23.30%-7.5pp | 335.08%-319.3pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,043 | $2,223-53.1% | $3,786-72.5% | $2,342-55.5% |
| Participant deferral / active EE | $1,818 | $3,297-44.8% | $4,482-59.4% | $3,332-45.4% |
| Admin fee / account holder | $610 | $5,065-88.0% | $8,020-92.4% | $4,645-86.9% |