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 | $78,699 | $112,096-29.8% | $95,952-18.0% | $158,922-50.5% |
| Participation rate | 42.9% | 79.0%-36.1pp | 77.1%-34.2pp | 82.0%-39.1pp |
| Annual return | 16.00% | 171.09%-155.1pp | 91.61%-75.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,542 | $3,198-51.8% | $2,541-39.3% | $4,761-67.6% |
| Participant deferral / active EE | $4,417 | $4,784-7.7% | $4,167+6.0% | $5,982-26.2% |
| Admin fee / account holder | $842 | $10,130-91.7% | $6,795-87.6% | $11,246-92.5% |