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 | $62,114 | $158,398-60.8% | $126,539-50.9% | $142,382-56.4% |
| Participation rate | 69.2% | 75.8%-6.6pp | 69.8%-0.6pp | 80.1%-10.9pp |
| Annual return | 22.15% | 593.76%-571.6pp | 425.95%-403.8pp | 217.08%-194.9pp |
| Employer contribution / active EE | $4,155 | $4,650-10.6% | $3,674+13.1% | $4,299-3.4% |
| Participant deferral / active EE | $5,610 | $4,767+17.7% | $4,083+37.4% | $6,507-13.8% |
| Admin fee / account holder | $667 | $6,918-90.4% | $6,065-89.0% | $12,624-94.7% |