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 | $75,434 | $90,348-16.5% | $75,972-0.7% | $145,922-48.3% |
| Participation rate | 63.6% | 74.5%-10.8pp | 69.1%-5.4pp | 80.3%-16.6pp |
| Annual return | 10.96% | 620.88%-609.9pp | 359.55%-348.6pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,800 | $3,311-15.4% | $2,685+4.3% | $4,660-39.9% |
| Participant deferral / active EE | $5,134 | $5,162-0.5% | $4,255+20.6% | $6,688-23.2% |
| Admin fee / account holder | $5,215 | $8,467-38.4% | $6,467-19.4% | $13,397-61.1% |