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 | $59,806 | $98,240-39.1% | $82,313-27.3% | $147,584-59.5% |
| Participation rate | 68.4% | 79.7%-11.3pp | 76.9%-8.5pp | 82.8%-14.4pp |
| Annual return | 21.43% | 30.85%-9.4pp | 25.88%-4.4pp | 578.55%-557.1pp |
| Employer contribution / active EE | $2,742 | $3,192-14.1% | $2,428+12.9% | $4,876-43.8% |
| Participant deferral / active EE | $4,018 | $4,383-8.3% | $3,706+8.4% | $5,439-26.1% |
| Admin fee / account holder | $26,475 | $8,563+209.2% | $5,608+372.1% | $10,885+143.2% |