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 | $79,287 | $165,984-52.2% | $164,813-51.9% | $145,922-45.7% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 10.85% | 100.03%-89.2pp | 69.93%-59.1pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,686 | $5,273-49.1% | $4,341-38.1% | $4,660-42.4% |
| Participant deferral / active EE | $6,375 | $6,959-8.4% | $6,031+5.7% | $6,688-4.7% |
| Admin fee / account holder | $3,810 | $16,648-77.1% | $12,690-70.0% | $13,397-71.6% |