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 | $75,786 | $133,922-43.4% | $116,228-34.8% | $142,382-46.8% |
| Participation rate | 60.9% | 77.9%-17.0pp | 74.6%-13.7pp | 80.1%-19.3pp |
| Annual return | 14.89% | 147.76%-132.9pp | 90.06%-75.2pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,406 | $3,446-59.2% | $2,994-53.0% | $4,299-67.3% |
| Participant deferral / active EE | $2,674 | $5,672-52.9% | $4,953-46.0% | $6,507-58.9% |
| Admin fee / account holder | $4,741 | $14,945-68.3% | $11,989-60.5% | $12,624-62.4% |