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 | $74,136 | $88,083-15.8% | $164,813-55.0% | $74,495-0.5% |
| Participation rate | 41.1% | 73.0%-32.0pp | 78.6%-37.5pp | 67.2%-26.1pp |
| Annual return | 14.98% | 17.26%-2.3pp | 69.93%-54.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,679 | $2,593-35.2% | $4,341-61.3% | $2,623-36.0% |
| Participant deferral / active EE | $4,262 | $4,498-5.2% | $6,031-29.3% | $4,346-1.9% |
| Admin fee / account holder | $2,227 | $2,234-0.3% | $12,690-82.4% | $1,942+14.7% |