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 | $81,584 | $117,841-30.8% | $102,423-20.3% | $145,922-44.1% |
| Participation rate | 52.9% | 78.6%-25.6pp | 76.5%-23.5pp | 80.3%-27.3pp |
| Annual return | 9.69% | 31.65%-22.0pp | 29.32%-19.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,152 | $3,615-68.1% | $3,023-61.9% | $4,660-75.3% |
| Participant deferral / active EE | $2,168 | $5,731-62.2% | $5,053-57.1% | $6,688-67.6% |
| Admin fee / account holder | $3,300 | $13,326-75.2% | $9,451-65.1% | $13,397-75.4% |