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 | $70,273 | $89,355-21.4% | $141,162-50.2% | $72,985-3.7% |
| Participation rate | 52.6% | 75.1%-22.5pp | 82.5%-29.8pp | 69.5%-16.9pp |
| Annual return | 24.99% | 111.85%-86.9pp | 71.39%-46.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,482 | $3,114-52.4% | $4,735-68.7% | $2,440-39.3% |
| Participant deferral / active EE | $2,858 | $5,418-47.3% | $6,709-57.4% | $3,607-20.8% |
| Admin fee / account holder | $1,355 | $5,958-77.3% | $10,261-86.8% | $5,124-73.6% |