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 | $73,062 | $115,770-36.9% | $101,248-27.8% | $158,922-54.0% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 16.21% | 56.14%-39.9pp | 46.47%-30.3pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,718 | $4,175-58.8% | $3,660-53.1% | $4,761-63.9% |
| Participant deferral / active EE | $6,422 | $4,957+29.5% | $4,370+46.9% | $5,982+7.3% |
| Admin fee / account holder | $3,324 | $7,245-54.1% | $5,945-44.1% | $11,246-70.4% |