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 | $71,757 | $95,880-25.2% | $107,525-33.3% | $85,563-16.1% |
| Participation rate | 36.9% | 70.1%-33.3pp | 75.1%-38.2pp | 66.0%-29.1pp |
| Annual return | 16.97% | 68.06%-51.1pp | 181.32%-164.3pp | 31.51%-14.5pp |
| Employer contribution / active EE | $857 | $3,812-77.5% | $3,754-77.2% | $2,654-67.7% |
| Participant deferral / active EE | $2,186 | $4,201-48.0% | $5,116-57.3% | $4,375-50.0% |
| Admin fee / account holder | $3,090 | $1,025+201.3% | $8,919-65.4% | $834+270.4% |