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 | $75,752 | $111,754-32.2% | $103,333-26.7% | $145,922-48.1% |
| Participation rate | 47.6% | 77.9%-30.3pp | 74.5%-26.9pp | 80.3%-32.7pp |
| Annual return | 20.07% | 24.77%-4.7pp | 24.88%-4.8pp | 561.29%-541.2pp |
| Employer contribution / active EE | $1,932 | $4,212-54.1% | $3,868-50.1% | $4,660-58.5% |
| Participant deferral / active EE | $4,188 | $5,619-25.5% | $5,057-17.2% | $6,688-37.4% |
| Admin fee / account holder | $6,960 | $9,750-28.6% | $8,355-16.7% | $13,397-48.0% |