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 | $81,534 | $100,773-19.1% | $88,946-8.3% | $142,382-42.7% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.8%-6.3pp | 80.1%-17.6pp |
| Annual return | 14.48% | 70.18%-55.7pp | 57.82%-43.3pp | 217.08%-202.6pp |
| Employer contribution / active EE | $596 | $2,918-79.6% | $2,555-76.7% | $4,299-86.1% |
| Participant deferral / active EE | $9,764 | $5,230+86.7% | $4,581+113.1% | $6,507+50.0% |
| Admin fee / account holder | $12,752 | $9,693+31.6% | $8,261+54.4% | $12,624+1.0% |