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 | $82,091 | $185,822-55.8% | $169,993-51.7% | $139,434-41.1% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 18.67% | 60.50%-41.8pp | 53.37%-34.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $3,219 | $7,590-57.6% | $6,785-52.6% | $4,751-32.2% |
| Participant deferral / active EE | $4,226 | $11,622-63.6% | $10,408-59.4% | $6,710-37.0% |
| Admin fee / account holder | $798 | $15,381-94.8% | $12,815-93.8% | $11,403-93.0% |