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 | $81,139 | $89,753-9.6% | $107,525-24.5% | $84,808-4.3% |
| Participation rate | 57.1% | 68.1%-10.9pp | 75.1%-17.9pp | 68.3%-11.2pp |
| Annual return | 14.86% | 29.48%-14.6pp | 181.32%-166.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,798 | $3,113-42.2% | $3,754-52.1% | $2,631-31.7% |
| Participant deferral / active EE | $2,963 | $4,056-27.0% | $5,116-42.1% | $4,212-29.7% |
| Admin fee / account holder | $3,123 | $7,222-56.8% | $8,919-65.0% | $7,344-57.5% |