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 | $64,290 | $96,635-33.5% | $86,612-25.8% | $139,434-53.9% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 16.57% | 106.41%-89.8pp | 591.07%-574.5pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,765 | $3,263-45.9% | $3,022-41.6% | $4,751-62.8% |
| Participant deferral / active EE | $1,076 | $4,836-77.8% | $4,438-75.8% | $6,710-84.0% |
| Admin fee / account holder | $1,499 | $6,408-76.6% | $5,614-73.3% | $11,403-86.9% |