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 | $83,078 | $162,781-49.0% | $133,956-38.0% | $158,922-47.7% |
| Participation rate | 69.2% | 83.2%-14.0pp | 79.8%-10.6pp | 82.0%-12.7pp |
| Annual return | 17.57% | 41.94%-24.4pp | 45.09%-27.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,490 | $4,975-70.1% | $3,919-62.0% | $4,761-68.7% |
| Participant deferral / active EE | $4,754 | $5,911-19.6% | $5,048-5.8% | $5,982-20.5% |
| Admin fee / account holder | $861 | $11,736-92.7% | $8,927-90.4% | $11,246-92.3% |