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 | $72,341 | $210,648-65.7% | $177,989-59.4% | $145,922-50.4% |
| Participation rate | 36.4% | 80.8%-44.4pp | 77.1%-40.7pp | 80.3%-43.9pp |
| Annual return | 10.69% | 385.86%-375.2pp | 294.48%-283.8pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,178 | $4,565-74.2% | $3,949-70.2% | $4,660-74.7% |
| Participant deferral / active EE | $2,663 | $6,958-61.7% | $6,276-57.6% | $6,688-60.2% |
| Admin fee / account holder | $4,859 | $12,013-59.6% | $10,363-53.1% | $13,397-63.7% |