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 | $59,167 | $133,922-55.8% | $116,228-49.1% | $142,382-58.4% |
| Participation rate | 63.2% | 77.9%-14.7pp | 74.6%-11.4pp | 80.1%-17.0pp |
| Annual return | 16.13% | 147.76%-131.6pp | 90.06%-73.9pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,802 | $3,446-47.7% | $2,994-39.8% | $4,299-58.1% |
| Participant deferral / active EE | $5,925 | $5,672+4.5% | $4,953+19.6% | $6,507-8.9% |
| Admin fee / account holder | $4,522 | $14,945-69.7% | $11,989-62.3% | $12,624-64.2% |