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 | $74,007 | $118,849-37.7% | $96,562-23.4% | $167,490-55.8% |
| Participation rate | 42.9% | 75.5%-32.6pp | 69.8%-27.0pp | 82.1%-39.2pp |
| Annual return | 27.39% | 50.49%-23.1pp | 37.78%-10.4pp | 478.56%-451.2pp |
| Employer contribution / active EE | $1,381 | $3,120-55.7% | $2,356-41.4% | $4,837-71.4% |
| Participant deferral / active EE | $1,727 | $4,616-62.6% | $3,849-55.1% | $6,341-72.8% |
| Admin fee / account holder | $687 | $8,065-91.5% | $6,181-88.9% | $12,309-94.4% |