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 | $70,977 | $89,753-20.9% | $107,525-34.0% | $84,808-16.3% |
| Participation rate | 44.9% | 68.1%-23.1pp | 75.1%-30.1pp | 68.3%-23.4pp |
| Annual return | 14.99% | 29.48%-14.5pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $915 | $3,113-70.6% | $3,754-75.6% | $2,631-65.2% |
| Participant deferral / active EE | $2,089 | $4,056-48.5% | $5,116-59.2% | $4,212-50.4% |
| Admin fee / account holder | $2,204 | $7,222-69.5% | $8,919-75.3% | $7,344-70.0% |