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 | $58,984 | $107,334-45.0% | $92,893-36.5% | $152,861-61.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 20.66% | 145.58%-124.9pp | 109.41%-88.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,068 | $4,221-51.0% | $3,653-43.4% | $4,762-56.6% |
| Participant deferral / active EE | $9,137 | $4,845+88.6% | $4,236+115.7% | $5,850+56.2% |
| Admin fee / account holder | $535 | $7,079-92.4% | $5,794-90.8% | $11,596-95.4% |