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 | $66,347 | $111,754-40.6% | $103,333-35.8% | $145,922-54.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.97% | 24.77%-14.8pp | 24.88%-14.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,138 | $4,212-49.2% | $3,868-44.7% | $4,660-54.1% |
| Participant deferral / active EE | $4,158 | $5,619-26.0% | $5,057-17.8% | $6,688-37.8% |
| Admin fee / account holder | $37,489 | $9,750+284.5% | $8,355+348.7% | $13,397+179.8% |