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 | $68,933 | $118,680-41.9% | $98,907-30.3% | $158,922-56.6% |
| Participation rate | 57.9% | 77.8%-19.9pp | 76.0%-18.1pp | 82.0%-24.1pp |
| Annual return | 7.82% | 372.35%-364.5pp | 196.43%-188.6pp | 302.83%-295.0pp |
| Employer contribution / active EE | $1,767 | $3,333-47.0% | $2,689-34.3% | $4,761-62.9% |
| Participant deferral / active EE | $2,701 | $5,088-46.9% | $4,244-36.4% | $5,982-54.9% |
| Admin fee / account holder | $6,064 | $10,131-40.1% | $6,642-8.7% | $11,246-46.1% |