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 | $63,478 | $102,966-38.4% | $90,281-29.7% | $152,861-58.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 20.71% | 95.16%-74.4pp | 78.10%-57.4pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,367 | $3,139-56.5% | $2,854-52.1% | $4,762-71.3% |
| Participant deferral / active EE | $2,490 | $4,281-41.9% | $3,885-35.9% | $5,850-57.4% |
| Admin fee / account holder | $409 | $6,171-93.4% | $5,351-92.4% | $11,596-96.5% |