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 | $73,219 | $148,534-50.7% | $135,903-46.1% | $139,434-47.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 16.99% | 79.19%-62.2pp | 68.23%-51.2pp | 372.94%-356.0pp |
| Employer contribution / active EE | $5,061 | $5,243-3.5% | $4,856+4.2% | $4,751+6.5% |
| Participant deferral / active EE | $10,324 | $8,100+27.5% | $7,758+33.1% | $6,710+53.9% |
| Admin fee / account holder | $3,948 | $12,400-68.2% | $10,762-63.3% | $11,403-65.4% |