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 | $72,440 | $117,983-38.6% | $101,794-28.8% | $142,382-49.1% |
| Participation rate | 43.8% | 74.2%-30.5pp | 69.2%-25.4pp | 80.1%-36.4pp |
| Annual return | 15.27% | 36.92%-21.6pp | 30.53%-15.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,106 | $2,773-60.1% | $2,289-51.7% | $4,299-74.3% |
| Participant deferral / active EE | $1,445 | $4,714-69.3% | $4,084-64.6% | $6,507-77.8% |
| Admin fee / account holder | $3,028 | $10,433-71.0% | $8,777-65.5% | $12,624-76.0% |