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 | $66,267 | $102,966-35.6% | $90,281-26.6% | $152,861-56.6% |
| Participation rate | 58.3% | 75.9%-17.5pp | 73.3%-14.9pp | 82.4%-24.1pp |
| Annual return | 20.82% | 95.16%-74.3pp | 78.10%-57.3pp | 345.32%-324.5pp |
| Employer contribution / active EE | $761 | $3,139-75.7% | $2,854-73.3% | $4,762-84.0% |
| Participant deferral / active EE | $5,904 | $4,281+37.9% | $3,885+52.0% | $5,850+0.9% |
| Admin fee / account holder | $411 | $6,171-93.3% | $5,351-92.3% | $11,596-96.5% |