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 | $71,992 | $102,317-29.6% | $146,958-51.0% | $80,856-11.0% |
| Participation rate | 64.5% | 75.8%-11.4pp | 82.2%-17.7pp | 67.6%-3.2pp |
| Annual return | 13.10% | 134.76%-121.7pp | 418.34%-405.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,692 | $3,713-54.4% | $4,933-65.7% | $2,755-38.6% |
| Participant deferral / active EE | $3,142 | $6,644-52.7% | $8,070-61.1% | $4,296-26.9% |
| Admin fee / account holder | $11,567 | $7,941+45.7% | $12,998-11.0% | $6,918+67.2% |