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 | $69,597 | $77,314-10.0% | $177,989-60.9% | $80,856-13.9% |
| Participation rate | 42.9% | 65.7%-22.8pp | 77.1%-34.2pp | 67.6%-24.8pp |
| Annual return | 14.59% | 18.09%-3.5pp | 294.48%-279.9pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,309 | $2,292-42.9% | $3,949-66.9% | $2,755-52.5% |
| Participant deferral / active EE | $1,963 | $4,411-55.5% | $6,276-68.7% | $4,296-54.3% |
| Admin fee / account holder | $3,107 | $7,191-56.8% | $10,363-70.0% | $6,918-55.1% |