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 | $78,948 | $228,332-65.4% | $185,823-57.5% | $158,922-50.3% |
| Participation rate | 62.5% | 82.3%-19.8pp | 78.0%-15.5pp | 82.0%-19.5pp |
| Annual return | 18.62% | 40.80%-22.2pp | 35.95%-17.3pp | 302.83%-284.2pp |
| Employer contribution / active EE | $3,209 | $4,967-35.4% | $4,087-21.5% | $4,761-32.6% |
| Participant deferral / active EE | $5,746 | $6,415-10.4% | $5,632+2.0% | $5,982-3.9% |
| Admin fee / account holder | $1,745 | $11,864-85.3% | $9,500-81.6% | $11,246-84.5% |