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 | $85,617 | $214,378-60.1% | $200,582-57.3% | $142,382-39.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 16.16% | 46.41%-30.2pp | 42.33%-26.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $5,418 | $6,841-20.8% | $6,419-15.6% | $4,299+26.0% |
| Participant deferral / active EE | $8,646 | $9,865-12.4% | $9,331-7.3% | $6,507+32.9% |
| Admin fee / account holder | $37,085 | $17,692+109.6% | $16,305+127.5% | $12,624+193.8% |