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 | $99,050 | $156,846-36.8% | $121,098-18.2% | $139,434-29.0% |
| Participation rate | 40.0% | 76.4%-36.4pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 19.00% | 1474.56%-1455.6pp | 985.75%-966.7pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,420 | $5,536-74.3% | $4,164-65.9% | $4,751-70.1% |
| Participant deferral / active EE | $3,599 | $4,844-25.7% | $4,080-11.8% | $6,710-46.4% |
| Admin fee / account holder | $316 | $6,946-95.5% | $5,644-94.4% | $11,403-97.2% |