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 | $73,429 | $105,181-30.2% | $159,436-53.9% | $85,850-14.5% |
| Participation rate | 39.2% | 75.8%-36.6pp | 82.8%-43.6pp | 69.3%-30.1pp |
| Annual return | 18.22% | 45.07%-26.8pp | 263.57%-245.3pp | 318.53%-300.3pp |
| Employer contribution / active EE | $1,431 | $3,318-56.9% | $4,829-70.4% | $2,565-44.2% |
| Participant deferral / active EE | $3,724 | $5,945-37.4% | $7,352-49.3% | $3,952-5.8% |
| Admin fee / account holder | $24,030 | $6,933+246.6% | $10,799+122.5% | $6,260+283.9% |