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 | $97,937 | $217,402-55.0% | $185,823-47.3% | $167,490-41.5% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 17.63% | 148.36%-130.7pp | 122.05%-104.4pp | 478.56%-460.9pp |
| Employer contribution / active EE | $1,431 | $5,873-75.6% | $5,167-72.3% | $4,837-70.4% |
| Participant deferral / active EE | $4,551 | $6,356-28.4% | $5,568-18.3% | $6,341-28.2% |
| Admin fee / account holder | $530 | $19,811-97.3% | $16,237-96.7% | $12,309-95.7% |