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 | $78,238 | $112,096-30.2% | $95,952-18.5% | $158,922-50.8% |
| Participation rate | 68.8% | 79.0%-10.2pp | 77.1%-8.3pp | 82.0%-13.2pp |
| Annual return | 13.75% | 171.09%-157.3pp | 91.61%-77.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $733 | $3,198-77.1% | $2,541-71.1% | $4,761-84.6% |
| Participant deferral / active EE | $4,608 | $4,784-3.7% | $4,167+10.6% | $5,982-23.0% |
| Admin fee / account holder | $495 | $10,130-95.1% | $6,795-92.7% | $11,246-95.6% |