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 | $83,718 | $109,817-23.8% | $98,442-15.0% | $167,490-50.0% |
| Participation rate | 68.4% | 75.8%-7.4pp | 73.3%-4.9pp | 82.1%-13.7pp |
| Annual return | 11.80% | 1956.69%-1944.9pp | 1492.73%-1480.9pp | 478.56%-466.8pp |
| Employer contribution / active EE | $786 | $3,224-75.6% | $2,960-73.4% | $4,837-83.7% |
| Participant deferral / active EE | $1,717 | $4,673-63.3% | $4,276-59.9% | $6,341-72.9% |
| Admin fee / account holder | $981 | $6,753-85.5% | $5,949-83.5% | $12,309-92.0% |