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 | $79,503 | $105,859-24.9% | $90,160-11.8% | $147,584-46.1% |
| Participation rate | 52.4% | 79.7%-27.4pp | 76.9%-24.5pp | 82.8%-30.4pp |
| Annual return | 37.92% | 37.63%+0.3pp | 34.88%+3.0pp | 578.55%-540.6pp |
| Employer contribution / active EE | $2,029 | $4,126-50.8% | $3,318-38.9% | $4,876-58.4% |
| Participant deferral / active EE | $6,040 | $5,733+5.4% | $5,288+14.2% | $5,439+11.1% |
| Admin fee / account holder | $1,941 | $8,046-75.9% | $5,943-67.3% | $10,885-82.2% |