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 | $85,843 | $99,985-14.1% | $146,665-41.5% | $85,8500% |
| Participation rate | 60.9% | 73.1%-12.2pp | 80.1%-19.2pp | 69.3%-8.4pp |
| Annual return | 18.49% | 18.93%-0.4pp | 22.74%-4.3pp | 318.53%-300.0pp |
| Employer contribution / active EE | $761 | $2,559-70.3% | $4,136-81.6% | $2,565-70.3% |
| Participant deferral / active EE | $2,750 | $4,006-31.4% | $5,506-50.1% | $3,952-30.4% |
| Admin fee / account holder | $1,422 | $7,702-81.5% | $10,280-86.2% | $6,260-77.3% |