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 | $71,616 | $124,281-42.4% | $109,143-34.4% | $167,490-57.2% |
| Participation rate | 68.4% | 79.4%-11.0pp | 75.9%-7.5pp | 82.1%-13.7pp |
| Annual return | 11.89% | 26.04%-14.1pp | 25.75%-13.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,232 | $4,207-70.7% | $3,722-66.9% | $4,837-74.5% |
| Participant deferral / active EE | $1,541 | $5,255-70.7% | $4,653-66.9% | $6,341-75.7% |
| Admin fee / account holder | $773 | $7,970-90.3% | $6,752-88.6% | $12,309-93.7% |