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 | $76,093 | $209,411-63.7% | $178,490-57.4% | $158,922-52.1% |
| Participation rate | 58.3% | 86.3%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 13.38% | 188.75%-175.4pp | 151.07%-137.7pp | 302.83%-289.4pp |
| Employer contribution / active EE | $6,148 | $5,706+7.7% | $5,011+22.7% | $4,761+29.1% |
| Participant deferral / active EE | $6,148 | $5,954+3.3% | $5,202+18.2% | $5,982+2.8% |
| Admin fee / account holder | $2,539 | $17,074-85.1% | $13,984-81.8% | $11,246-77.4% |