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 | $78,154 | $165,984-52.9% | $164,813-52.6% | $145,922-46.4% |
| Participation rate | 46.2% | 82.0%-35.8pp | 78.6%-32.4pp | 80.3%-34.1pp |
| Annual return | 10.59% | 100.03%-89.4pp | 69.93%-59.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,871 | $5,273-64.5% | $4,341-56.9% | $4,660-59.9% |
| Participant deferral / active EE | $3,759 | $6,959-46.0% | $6,031-37.7% | $6,688-43.8% |
| Admin fee / account holder | $643 | $16,648-96.1% | $12,690-94.9% | $13,397-95.2% |