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 | $78,021 | $99,918-21.9% | $81,382-4.1% | $145,922-46.5% |
| Participation rate | 33.3% | 74.2%-40.8pp | 69.5%-36.2pp | 80.3%-46.9pp |
| Annual return | 13.33% | 34.32%-21.0pp | 24.73%-11.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $429 | $2,978-85.6% | $2,463-82.6% | $4,660-90.8% |
| Participant deferral / active EE | $1,122 | $4,605-75.6% | $3,883-71.1% | $6,688-83.2% |
| Admin fee / account holder | $20,219 | $8,212+146.2% | $5,768+250.5% | $13,397+50.9% |