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 | $72,131 | $112,881-36.1% | $90,951-20.7% | $158,922-54.6% |
| Participation rate | 68.2% | 74.7%-6.5pp | 69.0%-0.8pp | 82.0%-13.8pp |
| Annual return | 21.42% | 215.79%-194.4pp | 134.60%-113.2pp | 302.83%-281.4pp |
| Employer contribution / active EE | $410 | $2,893-85.8% | $2,122-80.7% | $4,761-91.4% |
| Participant deferral / active EE | $3,038 | $4,128-26.4% | $3,373-9.9% | $5,982-49.2% |
| Admin fee / account holder | $10,433 | $8,041+29.7% | $5,959+75.1% | $11,246-7.2% |