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 | $78,809 | $89,355-11.8% | $141,162-44.2% | $72,985+8.0% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 20.32% | 111.85%-91.5pp | 71.39%-51.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,177 | $3,114-62.2% | $4,735-75.1% | $2,440-51.7% |
| Participant deferral / active EE | $2,704 | $5,418-50.1% | $6,709-59.7% | $3,607-25.0% |
| Admin fee / account holder | $2,893 | $5,958-51.4% | $10,261-71.8% | $5,124-43.5% |