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 | $67,885 | $121,625-44.2% | $104,607-35.1% | $158,922-57.3% |
| Participation rate | 64.3% | 77.5%-13.2pp | 74.1%-9.8pp | 82.0%-17.7pp |
| Annual return | 13.00% | 465.26%-452.3pp | 340.46%-327.5pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,729 | $3,163-45.3% | $2,681-35.5% | $4,761-63.7% |
| Participant deferral / active EE | $4,026 | $4,177-3.6% | $3,740+7.7% | $5,982-32.7% |
| Admin fee / account holder | $300 | $7,787-96.1% | $6,473-95.4% | $11,246-97.3% |