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 | $76,240 | $135,952-43.9% | $123,892-38.5% | $273,961-72.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 9.70% | 56.63%-46.9pp | 47.52%-37.8pp | 41.45%-31.8pp |
| Employer contribution / active EE | $12,934 | $5,170+150.2% | $4,617+180.1% | $4,869+165.6% |
| Participant deferral / active EE | $4,712 | $6,343-25.7% | $5,984-21.3% | $5,287-10.9% |
| Admin fee / account holder | $984 | $9,817-90.0% | $8,357-88.2% | $10,132-90.3% |