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 | $57,957 | $99,918-42.0% | $81,382-28.8% | $145,922-60.3% |
| Participation rate | 53.8% | 74.2%-20.3pp | 69.5%-15.6pp | 80.3%-26.4pp |
| Annual return | 11.90% | 34.32%-22.4pp | 24.73%-12.8pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,402 | $2,978-19.3% | $2,463-2.5% | $4,660-48.4% |
| Participant deferral / active EE | $4,892 | $4,605+6.2% | $3,883+26.0% | $6,688-26.8% |
| Admin fee / account holder | $6,743 | $8,212-17.9% | $5,768+16.9% | $13,397-49.7% |