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 | $74,085 | $157,256-52.9% | $141,162-47.5% | $152,861-51.5% |
| Participation rate | 68.2% | 84.8%-16.6pp | 82.5%-14.3pp | 82.4%-14.3pp |
| Annual return | 23.12% | 64.32%-41.2pp | 71.39%-48.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,772 | $5,261-47.3% | $4,735-41.5% | $4,762-41.8% |
| Participant deferral / active EE | $4,932 | $7,109-30.6% | $6,709-26.5% | $5,850-15.7% |
| Admin fee / account holder | $2,021 | $12,120-83.3% | $10,261-80.3% | $11,596-82.6% |