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 | $66,176 | $106,515-37.9% | $96,683-31.6% | $139,434-52.5% |
| Participation rate | 46.7% | 77.8%-31.2pp | 74.3%-27.7pp | 80.3%-33.7pp |
| Annual return | 15.84% | 38.43%-22.6pp | 35.69%-19.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,307 | $4,103-68.1% | $3,737-65.0% | $4,751-72.5% |
| Participant deferral / active EE | $4,693 | $5,454-13.9% | $4,878-3.8% | $6,710-30.1% |
| Admin fee / account holder | $7,999 | $7,877+1.6% | $6,730+18.9% | $11,403-29.8% |