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 | $72,336 | $96,635-25.1% | $86,612-16.5% | $139,434-48.1% |
| Participation rate | 22.2% | 74.4%-52.2pp | 71.7%-49.5pp | 80.3%-58.1pp |
| Annual return | 13.36% | 106.41%-93.1pp | 591.07%-577.7pp | 372.94%-359.6pp |
| Employer contribution / active EE | $770 | $3,263-76.4% | $3,022-74.5% | $4,751-83.8% |
| Participant deferral / active EE | $1,625 | $4,836-66.4% | $4,438-63.4% | $6,710-75.8% |
| Admin fee / account holder | $20,937 | $6,408+226.7% | $5,614+272.9% | $11,403+83.6% |