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 | $76,388 | $116,175-34.2% | $93,606-18.4% | $152,861-50.0% |
| Participation rate | 50.0% | 78.0%-28.0pp | 75.8%-25.8pp | 82.4%-32.4pp |
| Annual return | 23.03% | 35.96%-12.9pp | 32.76%-9.7pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,407 | $3,218-25.2% | $2,718-11.4% | $4,762-49.5% |
| Participant deferral / active EE | $5,427 | $4,603+17.9% | $4,069+33.4% | $5,850-7.2% |
| Admin fee / account holder | $3,556 | $10,748-66.9% | $7,888-54.9% | $11,596-69.3% |