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 | $76,263 | $111,754-31.8% | $103,333-26.2% | $145,922-47.7% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.5%-44.5pp | 80.3%-50.3pp |
| Annual return | 22.34% | 24.77%-2.4pp | 24.88%-2.5pp | 561.29%-538.9pp |
| Employer contribution / active EE | $3,619 | $4,212-14.1% | $3,868-6.4% | $4,660-22.3% |
| Participant deferral / active EE | $5,745 | $5,619+2.2% | $5,057+13.6% | $6,688-14.1% |
| Admin fee / account holder | $45,244 | $9,750+364.0% | $8,355+441.5% | $13,397+237.7% |