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 | $82,562 | $107,334-23.1% | $92,893-11.1% | $152,861-46.0% |
| Participation rate | 68.4% | 79.8%-11.4pp | 76.0%-7.6pp | 82.4%-14.0pp |
| Annual return | 28.48% | 145.58%-117.1pp | 109.41%-80.9pp | 345.32%-316.8pp |
| Employer contribution / active EE | $1,088 | $4,221-74.2% | $3,653-70.2% | $4,762-77.2% |
| Participant deferral / active EE | $3,546 | $4,845-26.8% | $4,236-16.3% | $5,850-39.4% |
| Admin fee / account holder | $1,930 | $7,079-72.7% | $5,794-66.7% | $11,596-83.4% |