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 | $70,534 | $140,940-50.0% | $112,229-37.2% | $139,434-49.4% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 17.66% | 32.71%-15.1pp | 30.20%-12.5pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,204 | $4,283-71.9% | $3,430-64.9% | $4,751-74.7% |
| Participant deferral / active EE | $4,638 | $5,874-21.1% | $4,798-3.3% | $6,710-30.9% |
| Admin fee / account holder | $571 | $9,954-94.3% | $7,748-92.6% | $11,403-95.0% |