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 | $70,821 | $46,553+52.1% | $64,056+10.6% | $75,163-5.8% |
| Participation rate | 38.5% | 65.9%-27.5pp | 72.3%-33.8pp | 67.2%-28.7pp |
| Annual return | 17.07% | 26.03%-9.0pp | 33.69%-16.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,186 | $1,974-39.9% | $2,747-56.8% | $2,670-55.6% |
| Participant deferral / active EE | $2,337 | $2,837-17.6% | $3,880-39.8% | $4,125-43.4% |
| Admin fee / account holder | $1,750 | $2,952-40.7% | $3,068-43.0% | $5,651-69.0% |