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 | $72,301 | $183,519-60.6% | $155,509-53.5% | $145,922-50.5% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 10.82% | 61.17%-50.3pp | 64.67%-53.9pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,745 | $5,313-67.2% | $4,672-62.7% | $4,660-62.6% |
| Participant deferral / active EE | $2,547 | $6,462-60.6% | $5,626-54.7% | $6,688-61.9% |
| Admin fee / account holder | $719 | $19,313-96.3% | $15,912-95.5% | $13,397-94.6% |