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 | $50,908 | $117,841-56.8% | $102,423-50.3% | $145,922-65.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 9.47% | 31.65%-22.2pp | 29.32%-19.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,151 | $3,615-40.5% | $3,023-28.9% | $4,660-53.8% |
| Participant deferral / active EE | $9,436 | $5,731+64.7% | $5,053+86.7% | $6,688+41.1% |
| Admin fee / account holder | $15,785 | $13,326+18.5% | $9,451+67.0% | $13,397+17.8% |