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 | $70,854 | $112,096-36.8% | $95,952-26.2% | $158,922-55.4% |
| Participation rate | 41.7% | 79.0%-37.3pp | 77.1%-35.4pp | 82.0%-40.3pp |
| Annual return | 13.67% | 171.09%-157.4pp | 91.61%-77.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $885 | $3,198-72.3% | $2,541-65.2% | $4,761-81.4% |
| Participant deferral / active EE | $2,483 | $4,784-48.1% | $4,167-40.4% | $5,982-58.5% |
| Admin fee / account holder | $3,609 | $10,130-64.4% | $6,795-46.9% | $11,246-67.9% |