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 | $66,140 | $81,208-18.6% | $98,907-33.1% | $79,858-17.2% |
| Participation rate | 40.0% | 72.5%-32.5pp | 76.0%-36.0pp | 69.6%-29.6pp |
| Annual return | 19.22% | 60.99%-41.8pp | 196.43%-177.2pp | 31.71%-12.5pp |
| Employer contribution / active EE | $687 | $1,960-64.9% | $2,689-74.4% | $2,471-72.2% |
| Participant deferral / active EE | $2,727 | $3,265-16.5% | $4,244-35.8% | $3,740-27.1% |
| Admin fee / account holder | $2,254 | $6,013-62.5% | $6,642-66.1% | $5,306-57.5% |