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 | $57,938 | $183,963-68.5% | $162,163-64.3% | $152,861-62.1% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.4%-22.4pp |
| Annual return | 26.12% | 150.76%-124.6pp | 115.59%-89.5pp | 345.32%-319.2pp |
| Employer contribution / active EE | $2,261 | $6,371-64.5% | $5,614-59.7% | $4,762-52.5% |
| Participant deferral / active EE | $6,205 | $8,034-22.8% | $7,298-15.0% | $5,850+6.1% |
| Admin fee / account holder | $7,938 | $13,121-39.5% | $10,843-26.8% | $11,596-31.5% |