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 | $76,379 | $89,753-14.9% | $107,525-29.0% | $84,808-9.9% |
| Participation rate | 56.8% | 68.1%-11.3pp | 75.1%-18.3pp | 68.3%-11.6pp |
| Annual return | 19.96% | 29.48%-9.5pp | 181.32%-161.4pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,912 | $3,113-38.6% | $3,754-49.1% | $2,631-27.3% |
| Participant deferral / active EE | $3,977 | $4,056-1.9% | $5,116-22.3% | $4,212-5.6% |
| Admin fee / account holder | $1,356 | $7,222-81.2% | $8,919-84.8% | $7,344-81.5% |