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 | $80,896 | $227,553-64.4% | $189,557-57.3% | $167,490-51.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 13.87% | 78.40%-64.5pp | 64.17%-50.3pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,949 | $5,316-63.3% | $4,412-55.8% | $4,837-59.7% |
| Participant deferral / active EE | $3,535 | $7,002-49.5% | $6,174-42.7% | $6,341-44.3% |
| Admin fee / account holder | $4,754 | $11,878-60.0% | $9,807-51.5% | $12,309-61.4% |