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 | $83,313 | $226,064-63.1% | $182,532-54.4% | $152,861-45.5% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.0%-23.4pp | 82.4%-27.9pp |
| Annual return | 20.47% | 192.51%-172.0pp | 148.54%-128.1pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,304 | $4,978-73.8% | $4,076-68.0% | $4,762-72.6% |
| Participant deferral / active EE | $5,075 | $6,368-20.3% | $5,524-8.1% | $5,850-13.2% |
| Admin fee / account holder | $452 | $10,703-95.8% | $8,592-94.7% | $11,596-96.1% |