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 | $53,986 | $226,064-76.1% | $182,532-70.4% | $152,861-64.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 23.09% | 192.51%-169.4pp | 148.54%-125.4pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,181 | $4,978-56.2% | $4,076-46.5% | $4,762-54.2% |
| Participant deferral / active EE | $3,978 | $6,368-37.5% | $5,524-28.0% | $5,850-32.0% |
| Admin fee / account holder | $3,081 | $10,703-71.2% | $8,592-64.1% | $11,596-73.4% |