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 | $73,158 | $202,432-63.9% | $169,368-56.8% | $139,434-47.5% |
| Participation rate | 69.6% | 81.1%-11.5pp | 77.1%-7.6pp | 80.3%-10.8pp |
| Annual return | 15.18% | 531.74%-516.6pp | 405.60%-390.4pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,806 | $4,692-61.5% | $4,013-55.0% | $4,751-62.0% |
| Participant deferral / active EE | $3,142 | $6,938-54.7% | $6,221-49.5% | $6,710-53.2% |
| Admin fee / account holder | $6,461 | $10,708-39.7% | $9,003-28.2% | $11,403-43.3% |