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 | $69,093 | $183,963-62.4% | $162,163-57.4% | $152,861-54.8% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 24.55% | 150.76%-126.2pp | 115.59%-91.0pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,543 | $6,371-60.1% | $5,614-54.7% | $4,762-46.6% |
| Participant deferral / active EE | $4,595 | $8,034-42.8% | $7,298-37.0% | $5,850-21.5% |
| Admin fee / account holder | $490 | $13,121-96.3% | $10,843-95.5% | $11,596-95.8% |