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 | $74,947 | $107,334-30.2% | $92,893-19.3% | $152,861-51.0% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.0%-6.8pp | 82.4%-13.2pp |
| Annual return | 17.92% | 145.58%-127.7pp | 109.41%-91.5pp | 345.32%-327.4pp |
| Employer contribution / active EE | $3,052 | $4,221-27.7% | $3,653-16.5% | $4,762-35.9% |
| Participant deferral / active EE | $5,812 | $4,845+20.0% | $4,236+37.2% | $5,850-0.7% |
| Admin fee / account holder | $2,853 | $7,079-59.7% | $5,794-50.8% | $11,596-75.4% |