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 | $80,873 | $81,460-0.7% | $103,333-21.7% | $80,8560% |
| Participation rate | 36.0% | 66.8%-30.8pp | 74.5%-38.5pp | 67.6%-31.6pp |
| Annual return | 12.15% | 25.55%-13.4pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $870 | $3,105-72.0% | $3,868-77.5% | $2,755-68.4% |
| Participant deferral / active EE | $2,142 | $3,869-44.6% | $5,057-57.6% | $4,296-50.1% |
| Admin fee / account holder | $700 | $6,566-89.3% | $8,355-91.6% | $6,918-89.9% |