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 | $84,061 | $202,432-58.5% | $169,368-50.4% | $139,434-39.7% |
| Participation rate | 47.1% | 81.1%-34.0pp | 77.1%-30.1pp | 80.3%-33.3pp |
| Annual return | 22.31% | 531.74%-509.4pp | 405.60%-383.3pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,616 | $4,692-65.6% | $4,013-59.7% | $4,751-66.0% |
| Participant deferral / active EE | $4,580 | $6,938-34.0% | $6,221-26.4% | $6,710-31.7% |
| Admin fee / account holder | $794 | $10,708-92.6% | $9,003-91.2% | $11,403-93.0% |