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 | $66,675 | $112,881-40.9% | $90,951-26.7% | $158,922-58.0% |
| Participation rate | 61.5% | 74.7%-13.2pp | 69.0%-7.5pp | 82.0%-20.4pp |
| Annual return | 14.86% | 215.79%-200.9pp | 134.60%-119.7pp | 302.83%-288.0pp |
| Employer contribution / active EE | $856 | $2,893-70.4% | $2,122-59.7% | $4,761-82.0% |
| Participant deferral / active EE | $1,925 | $4,128-53.4% | $3,373-42.9% | $5,982-67.8% |
| Admin fee / account holder | $506 | $8,041-93.7% | $5,959-91.5% | $11,246-95.5% |