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 | $63,291 | $95,880-34.0% | $107,525-41.1% | $85,563-26.0% |
| Participation rate | 39.9% | 70.1%-30.3pp | 75.1%-35.2pp | 66.0%-26.1pp |
| Annual return | 22.71% | 68.06%-45.4pp | 181.32%-158.6pp | 31.51%-8.8pp |
| Employer contribution / active EE | $1,803 | $3,812-52.7% | $3,754-52.0% | $2,654-32.0% |
| Participant deferral / active EE | $3,584 | $4,201-14.7% | $5,116-29.9% | $4,375-18.1% |
| Admin fee / account holder | $4,272 | $1,025+316.6% | $8,919-52.1% | $834+412.1% |