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 | $77,495 | $81,208-4.6% | $98,907-21.6% | $79,858-3.0% |
| Participation rate | 46.4% | 72.5%-26.1pp | 76.0%-29.6pp | 69.6%-23.3pp |
| Annual return | 17.43% | 60.99%-43.6pp | 196.43%-179.0pp | 31.71%-14.3pp |
| Employer contribution / active EE | $997 | $1,960-49.1% | $2,689-62.9% | $2,471-59.7% |
| Participant deferral / active EE | $1,429 | $3,265-56.2% | $4,244-66.3% | $3,740-61.8% |
| Admin fee / account holder | $1,993 | $6,013-66.9% | $6,642-70.0% | $5,306-62.4% |