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 6-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 | $79,265 | $114,381-30.7% | $107,525-26.3% | $142,382-44.3% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.1%-5.8pp | 80.1%-10.9pp |
| Annual return | 15.45% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,849 | $4,015-29.0% | $3,754-24.1% | $4,299-33.7% |
| Participant deferral / active EE | $5,429 | $5,564-2.4% | $5,116+6.1% | $6,507-16.6% |
| Admin fee / account holder | $2,831 | $9,860-71.3% | $8,919-68.3% | $12,624-77.6% |