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 | $75,908 | $137,414-44.8% | $189,513-59.9% | $85,850-11.6% |
| Participation rate | 69.2% | 84.6%-15.4pp | 87.8%-18.6pp | 69.3%-0.1pp |
| Annual return | 14.38% | 38.14%-23.8pp | 555.15%-540.8pp | 318.53%-304.2pp |
| Employer contribution / active EE | $2,367 | $4,344-45.5% | $6,162-61.6% | $2,565-7.7% |
| Participant deferral / active EE | $6,162 | $6,260-1.6% | $8,221-25.0% | $3,952+55.9% |
| Admin fee / account holder | $4,521 | $8,630-47.6% | $12,045-62.5% | $6,260-27.8% |