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 | $67,728 | $183,519-63.1% | $155,509-56.4% | $145,922-53.6% |
| Participation rate | 52.9% | 82.7%-29.7pp | 78.2%-25.2pp | 80.3%-27.3pp |
| Annual return | 12.45% | 61.17%-48.7pp | 64.67%-52.2pp | 561.29%-548.8pp |
| Employer contribution / active EE | $4,542 | $5,313-14.5% | $4,672-2.8% | $4,660-2.5% |
| Participant deferral / active EE | $3,230 | $6,462-50.0% | $5,626-42.6% | $6,688-51.7% |
| Admin fee / account holder | $10,211 | $19,313-47.1% | $15,912-35.8% | $13,397-23.8% |