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 | $81,954 | $152,460-46.2% | $118,746-31.0% | $147,584-44.5% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.3%-28.3pp | 82.8%-32.8pp |
| Annual return | 21.91% | 17.41%+4.5pp | 24.54%-2.6pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,363 | $5,046-73.0% | $4,193-67.5% | $4,876-72.1% |
| Participant deferral / active EE | $2,077 | $6,212-66.6% | $5,332-61.1% | $5,439-61.8% |
| Admin fee / account holder | $376 | $16,953-97.8% | $10,720-96.5% | $10,885-96.5% |