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 | $71,280 | $107,334-33.6% | $92,893-23.3% | $152,861-53.4% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.4%-42.4pp |
| Annual return | 18.97% | 145.58%-126.6pp | 109.41%-90.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,440 | $4,845-70.3% | $4,236-66.0% | $5,850-75.4% |
| Admin fee / account holder | $409 | $7,079-94.2% | $5,794-92.9% | $11,596-96.5% |