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 | $77,734 | $78,672-1.2% | $109,143-28.8% | $85,850-9.5% |
| Participation rate | 29.8% | 68.3%-38.5pp | 75.9%-46.1pp | 69.3%-39.5pp |
| Annual return | 14.89% | 25.09%-10.2pp | 25.75%-10.9pp | 318.53%-303.6pp |
| Employer contribution / active EE | $831 | $2,735-69.6% | $3,722-77.7% | $2,565-67.6% |
| Participant deferral / active EE | $1,865 | $3,467-46.2% | $4,653-59.9% | $3,952-52.8% |
| Admin fee / account holder | $1,278 | $5,469-76.6% | $6,752-81.1% | $6,260-79.6% |