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 | $86,292 | $176,056-51.0% | $159,436-45.9% | $167,490-48.5% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 14.54% | 331.75%-317.2pp | 263.57%-249.0pp | 478.56%-464.0pp |
| Employer contribution / active EE | $5,025 | $5,297-5.1% | $4,829+4.0% | $4,837+3.9% |
| Participant deferral / active EE | $7,160 | $7,750-7.6% | $7,352-2.6% | $6,341+12.9% |
| Admin fee / account holder | $725 | $12,554-94.2% | $10,799-93.3% | $12,309-94.1% |