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 | $72,703 | $91,190-20.3% | $178,490-59.3% | $79,858-9.0% |
| Participation rate | 41.7% | 69.2%-27.5pp | 81.9%-40.3pp | 69.6%-28.0pp |
| Annual return | 13.72% | 24.19%-10.5pp | 151.07%-137.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $490 | $3,256-85.0% | $5,011-90.2% | $2,471-80.2% |
| Participant deferral / active EE | $2,397 | $3,236-25.9% | $5,202-53.9% | $3,740-35.9% |
| Admin fee / account holder | $4,964 | $6,751-26.5% | $13,984-64.5% | $5,306-6.4% |