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 | $78,729 | $150,187-47.6% | $120,354-34.6% | $145,922-46.0% |
| Participation rate | 57.1% | 78.8%-21.6pp | 71.9%-14.8pp | 80.3%-23.1pp |
| Annual return | 13.44% | 154.07%-140.6pp | 107.15%-93.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,795 | $4,348-58.7% | $3,463-48.2% | $4,660-61.5% |
| Participant deferral / active EE | $3,462 | $6,173-43.9% | $4,991-30.6% | $6,688-48.2% |
| Admin fee / account holder | $4,657 | $12,207-61.9% | $9,423-50.6% | $13,397-65.2% |