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 | $72,037 | $115,882-37.8% | $100,516-28.3% | $158,922-54.7% |
| Participation rate | 62.5% | 81.6%-19.1pp | 79.4%-16.9pp | 82.0%-19.5pp |
| Annual return | 9.66% | 34.79%-25.1pp | 30.89%-21.2pp | 302.83%-293.2pp |
| Employer contribution / active EE | $544 | $4,103-86.7% | $3,418-84.1% | $4,761-88.6% |
| Participant deferral / active EE | $2,349 | $6,674-64.8% | $6,270-62.5% | $5,982-60.7% |
| Admin fee / account holder | $10,345 | $10,995-5.9% | $8,081+28.0% | $11,246-8.0% |