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 | $72,038 | $102,317-29.6% | $146,958-51.0% | $80,856-10.9% |
| Participation rate | 43.1% | 75.8%-32.7pp | 82.2%-39.1pp | 67.6%-24.5pp |
| Annual return | 18.89% | 134.76%-115.9pp | 418.34%-399.4pp | 35.59%-16.7pp |
| Employer contribution / active EE | $1,743 | $3,713-53.1% | $4,933-64.7% | $2,755-36.7% |
| Participant deferral / active EE | $3,506 | $6,644-47.2% | $8,070-56.6% | $4,296-18.4% |
| Admin fee / account holder | $4,245 | $7,941-46.5% | $12,998-67.3% | $6,918-38.6% |