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 | $64,231 | $177,572-63.8% | $154,803-58.5% | $142,382-54.9% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.1%-14.4pp | 80.1%-16.5pp |
| Annual return | 17.33% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,788 | $4,810-21.3% | $4,305-12.0% | $4,299-11.9% |
| Participant deferral / active EE | $5,130 | $6,272-18.2% | $5,540-7.4% | $6,507-21.2% |
| Admin fee / account holder | $15,704 | $16,786-6.4% | $14,329+9.6% | $12,624+24.4% |