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 | $79,372 | $158,398-49.9% | $126,539-37.3% | $142,382-44.3% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 12.98% | 593.76%-580.8pp | 425.95%-413.0pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,513 | $4,650-46.0% | $3,674-31.6% | $4,299-41.5% |
| Participant deferral / active EE | $5,412 | $4,767+13.5% | $4,083+32.6% | $6,507-16.8% |
| Admin fee / account holder | $8,574 | $6,918+23.9% | $6,065+41.4% | $12,624-32.1% |