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 | $75,394 | $148,534-49.2% | $135,903-44.5% | $139,434-45.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 19.39% | 79.19%-59.8pp | 68.23%-48.8pp | 372.94%-353.6pp |
| Employer contribution / active EE | $4,516 | $5,243-13.9% | $4,856-7.0% | $4,751-4.9% |
| Participant deferral / active EE | $10,683 | $8,100+31.9% | $7,758+37.7% | $6,710+59.2% |
| Admin fee / account holder | $1,927 | $12,400-84.5% | $10,762-82.1% | $11,403-83.1% |