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 | $78,621 | $148,534-47.1% | $135,903-42.1% | $139,434-43.6% |
| Participation rate | 68.4% | 83.9%-15.4pp | 81.9%-13.5pp | 80.3%-11.9pp |
| Annual return | 15.97% | 79.19%-63.2pp | 68.23%-52.3pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,708 | $5,243-67.4% | $4,856-64.8% | $4,751-64.0% |
| Participant deferral / active EE | $3,921 | $8,100-51.6% | $7,758-49.5% | $6,710-41.6% |
| Admin fee / account holder | $16,973 | $12,400+36.9% | $10,762+57.7% | $11,403+48.9% |