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 | $70,521 | $95,266-26.0% | $82,389-14.4% | $142,382-50.5% |
| Participation rate | 40.9% | 74.5%-33.6pp | 69.5%-28.6pp | 80.1%-39.2pp |
| Annual return | 13.93% | 25.74%-11.8pp | 28.67%-14.7pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,138 | $2,991-62.0% | $2,517-54.8% | $4,299-73.5% |
| Participant deferral / active EE | $1,632 | $4,809-66.1% | $4,155-60.7% | $6,507-74.9% |
| Admin fee / account holder | $20,930 | $8,563+144.4% | $7,231+189.5% | $12,624+65.8% |