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 | $71,885 | $214,378-66.5% | $200,582-64.2% | $142,382-49.5% |
| Participation rate | 16.7% | 87.4%-70.8pp | 86.9%-70.2pp | 80.1%-63.5pp |
| Annual return | 18.56% | 46.41%-27.8pp | 42.33%-23.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,466 | $6,841-49.3% | $6,419-46.0% | $4,299-19.4% |
| Participant deferral / active EE | $7,568 | $9,865-23.3% | $9,331-18.9% | $6,507+16.3% |
| Admin fee / account holder | $1,808 | $17,692-89.8% | $16,305-88.9% | $12,624-85.7% |