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 | $79,199 | $201,272-60.7% | $184,203-57.0% | $145,922-45.7% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 22.42% | 29.00%-6.6pp | 28.81%-6.4pp | 561.29%-538.9pp |
| Employer contribution / active EE | $3,102 | $7,022-55.8% | $6,427-51.7% | $4,660-33.4% |
| Participant deferral / active EE | $8,234 | $9,806-16.0% | $9,131-9.8% | $6,688+23.1% |
| Admin fee / account holder | $17,239 | $16,364+5.3% | $13,901+24.0% | $13,397+28.7% |