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 | $73,174 | $165,984-55.9% | $164,813-55.6% | $145,922-49.9% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.6%-15.0pp | 80.3%-16.6pp |
| Annual return | 12.85% | 100.03%-87.2pp | 69.93%-57.1pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,318 | $5,273-56.0% | $4,341-46.6% | $4,660-50.3% |
| Participant deferral / active EE | $6,760 | $6,959-2.9% | $6,031+12.1% | $6,688+1.1% |
| Admin fee / account holder | $21,392 | $16,648+28.5% | $12,690+68.6% | $13,397+59.7% |