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 | $56,619 | $102,828-44.9% | $105,387-46.3% | $152,861-63.0% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.6%-27.0pp | 82.4%-26.9pp |
| Annual return | 26.93% | 20.85%+6.1pp | 26.82%+0.1pp | 345.32%-318.4pp |
| Employer contribution / active EE | $3,492 | $4,473-21.9% | $4,213-17.1% | $4,762-26.7% |
| Participant deferral / active EE | $3,492 | $5,465-36.1% | $5,502-36.5% | $5,850-40.3% |
| Admin fee / account holder | $866 | $8,683-90.0% | $6,559-86.8% | $11,596-92.5% |