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 | $74,488 | $115,770-35.7% | $101,248-26.4% | $158,922-53.1% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 20.76% | 56.14%-35.4pp | 46.47%-25.7pp | 302.83%-282.1pp |
| Employer contribution / active EE | $831 | $4,175-80.1% | $3,660-77.3% | $4,761-82.5% |
| Participant deferral / active EE | $1,848 | $4,957-62.7% | $4,370-57.7% | $5,982-69.1% |
| Admin fee / account holder | $2,222 | $7,245-69.3% | $5,945-62.6% | $11,246-80.2% |