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 | $85,246 | $176,056-51.6% | $159,436-46.5% | $167,490-49.1% |
| Participation rate | 54.5% | 84.9%-30.4pp | 82.8%-28.3pp | 82.1%-27.6pp |
| Annual return | 12.83% | 331.75%-318.9pp | 263.57%-250.7pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,321 | $5,297-75.1% | $4,829-72.6% | $4,837-72.7% |
| Participant deferral / active EE | $2,572 | $7,750-66.8% | $7,352-65.0% | $6,341-59.4% |
| Admin fee / account holder | $2,201 | $12,554-82.5% | $10,799-79.6% | $12,309-82.1% |