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 | $81,123 | $107,934-24.8% | $91,989-11.8% | $152,861-46.9% |
| Participation rate | 41.7% | 81.2%-39.5pp | 78.6%-37.0pp | 82.4%-40.8pp |
| Annual return | 23.41% | 89.24%-65.8pp | 69.02%-45.6pp | 345.32%-321.9pp |
| Employer contribution / active EE | $457 | $4,210-89.1% | $3,452-86.8% | $4,762-90.4% |
| Participant deferral / active EE | $3,404 | $6,364-46.5% | $5,923-42.5% | $5,850-41.8% |
| Admin fee / account holder | $2,408 | $10,520-77.1% | $7,743-68.9% | $11,596-79.2% |