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 | $72,505 | $107,334-32.4% | $92,893-21.9% | $152,861-52.6% |
| Participation rate | 36.4% | 79.8%-43.4pp | 76.0%-39.6pp | 82.4%-46.1pp |
| Annual return | 14.60% | 145.58%-131.0pp | 109.41%-94.8pp | 345.32%-330.7pp |
| Employer contribution / active EE | $1,274 | $4,221-69.8% | $3,653-65.1% | $4,762-73.3% |
| Participant deferral / active EE | $2,943 | $4,845-39.2% | $4,236-30.5% | $5,850-49.7% |
| Admin fee / account holder | $6,019 | $7,079-15.0% | $5,794+3.9% | $11,596-48.1% |