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 | $80,984 | $102,966-21.3% | $90,281-10.3% | $152,861-47.0% |
| Participation rate | 60.9% | 75.9%-15.0pp | 73.3%-12.4pp | 82.4%-21.6pp |
| Annual return | 15.29% | 95.16%-79.9pp | 78.10%-62.8pp | 345.32%-330.0pp |
| Employer contribution / active EE | $1,693 | $3,139-46.1% | $2,854-40.7% | $4,762-64.5% |
| Participant deferral / active EE | $2,934 | $4,281-31.5% | $3,885-24.5% | $5,850-49.8% |
| Admin fee / account holder | $751 | $6,171-87.8% | $5,351-86.0% | $11,596-93.5% |