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 | $82,647 | $99,652-17.1% | $78,778+4.9% | $147,584-44.0% |
| Participation rate | 29.2% | 76.2%-47.1pp | 69.2%-40.0pp | 82.8%-53.7pp |
| Annual return | 17.25% | 47.28%-30.0pp | 35.62%-18.4pp | 578.55%-561.3pp |
| Employer contribution / active EE | $961 | $2,796-65.6% | $1,986-51.6% | $4,876-80.3% |
| Participant deferral / active EE | $2,361 | $3,664-35.6% | $2,958-20.2% | $5,439-56.6% |
| Admin fee / account holder | $769 | $7,155-89.2% | $5,134-85.0% | $10,885-92.9% |