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 | $68,266 | $105,181-35.1% | $159,436-57.2% | $85,850-20.5% |
| Participation rate | 53.8% | 75.8%-21.9pp | 82.8%-29.0pp | 69.3%-15.5pp |
| Annual return | 13.20% | 45.07%-31.9pp | 263.57%-250.4pp | 318.53%-305.3pp |
| Employer contribution / active EE | $2,538 | $3,318-23.5% | $4,829-47.5% | $2,565-1.1% |
| Participant deferral / active EE | $5,481 | $5,945-7.8% | $7,352-25.5% | $3,952+38.7% |
| Admin fee / account holder | $2,377 | $6,933-65.7% | $10,799-78.0% | $6,260-62.0% |