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 | $53,751 | $159,602-66.3% | $150,045-64.2% | $142,382-62.2% |
| Participation rate | 63.6% | 84.0%-20.3pp | 82.3%-18.7pp | 80.1%-16.5pp |
| Annual return | 13.09% | 70.24%-57.1pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,489 | $4,961-49.8% | $4,693-47.0% | $4,299-42.1% |
| Participant deferral / active EE | $9,690 | $8,310+16.6% | $7,997+21.2% | $6,507+48.9% |
| Admin fee / account holder | $257,568 | $14,846+1634.9% | $13,435+1817.2% | $12,624+1940.4% |