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 | $75,460 | $126,574-40.4% | $106,213-29.0% | $145,922-48.3% |
| Participation rate | 63.6% | 77.6%-14.0pp | 75.3%-11.6pp | 80.3%-16.6pp |
| Annual return | 12.11% | 224.79%-212.7pp | 116.14%-104.0pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,068 | $3,730-44.6% | $3,171-34.8% | $4,660-55.6% |
| Participant deferral / active EE | $4,469 | $5,724-21.9% | $5,016-10.9% | $6,688-33.2% |
| Admin fee / account holder | $1,867 | $17,304-89.2% | $11,033-83.1% | $13,397-86.1% |