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 | $82,924 | $201,272-58.8% | $184,203-55.0% | $145,922-43.2% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 9.75% | 29.00%-19.2pp | 28.81%-19.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,318 | $7,022-67.0% | $6,427-63.9% | $4,660-50.3% |
| Participant deferral / active EE | $5,287 | $9,806-46.1% | $9,131-42.1% | $6,688-20.9% |
| Admin fee / account holder | $59,752 | $16,364+265.2% | $13,901+329.8% | $13,397+346.0% |