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 | $72,921 | $129,217-43.6% | $93,406-21.9% | $158,922-54.1% |
| Participation rate | 45.0% | 71.0%-26.0pp | 66.8%-21.8pp | 82.0%-37.0pp |
| Annual return | 7.68% | 118.21%-110.5pp | 78.05%-70.4pp | 302.83%-295.1pp |
| Employer contribution / active EE | $603 | $2,711-77.7% | $2,075-70.9% | $4,761-87.3% |
| Participant deferral / active EE | $1,852 | $3,909-52.6% | $3,126-40.7% | $5,982-69.0% |
| Admin fee / account holder | $39,298 | $7,383+432.3% | $5,230+651.4% | $11,246+249.5% |