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 | $66,505 | $106,515-37.6% | $96,683-31.2% | $139,434-52.3% |
| Participation rate | 61.1% | 77.8%-16.7pp | 74.3%-13.2pp | 80.3%-19.2pp |
| Annual return | 14.61% | 38.43%-23.8pp | 35.69%-21.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,020 | $4,103-50.8% | $3,737-45.9% | $4,751-57.5% |
| Participant deferral / active EE | $6,279 | $5,454+15.1% | $4,878+28.7% | $6,710-6.4% |
| Admin fee / account holder | $8,988 | $7,877+14.1% | $6,730+33.6% | $11,403-21.2% |