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 | $75,133 | $95,416-21.3% | $185,823-59.6% | $85,850-12.5% |
| Participation rate | 63.0% | 68.8%-5.8pp | 81.7%-18.7pp | 69.3%-6.4pp |
| Annual return | 14.71% | 23.59%-8.9pp | 122.05%-107.3pp | 318.53%-303.8pp |
| Employer contribution / active EE | $3,640 | $3,314+9.9% | $5,167-29.6% | $2,565+41.9% |
| Participant deferral / active EE | $3,522 | $3,423+2.9% | $5,568-36.7% | $3,952-10.9% |
| Admin fee / account holder | $738 | $7,213-89.8% | $16,237-95.5% | $6,260-88.2% |