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 | $65,438 | $112,881-42.0% | $90,951-28.1% | $158,922-58.8% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 25.03% | 215.79%-190.8pp | 134.60%-109.6pp | 302.83%-277.8pp |
| Employer contribution / active EE | $1,242 | $2,893-57.1% | $2,122-41.5% | $4,761-73.9% |
| Participant deferral / active EE | $4,266 | $4,128+3.4% | $3,373+26.5% | $5,982-28.7% |
| Admin fee / account holder | $2,982 | $8,041-62.9% | $5,959-50.0% | $11,246-73.5% |