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 | $70,471 | $118,849-40.7% | $96,562-27.0% | $167,490-57.9% |
| Participation rate | 64.7% | 75.5%-10.8pp | 69.8%-5.1pp | 82.1%-17.4pp |
| Annual return | 37.40% | 50.49%-13.1pp | 37.78%-0.4pp | 478.56%-441.2pp |
| Employer contribution / active EE | $1,442 | $3,120-53.8% | $2,356-38.8% | $4,837-70.2% |
| Participant deferral / active EE | $5,769 | $4,616+25.0% | $3,849+49.9% | $6,341-9.0% |
| Admin fee / account holder | $7,100 | $8,065-12.0% | $6,181+14.9% | $12,309-42.3% |