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 | $80,999 | $179,726-54.9% | $156,263-48.2% | $142,382-43.1% |
| Participation rate | 64.7% | 82.1%-17.4pp | 78.9%-14.2pp | 80.1%-15.4pp |
| Annual return | 16.38% | 77.86%-61.5pp | 59.47%-43.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,167 | $5,069-37.5% | $4,333-26.9% | $4,299-26.3% |
| Participant deferral / active EE | $8,317 | $6,956+19.6% | $6,158+35.1% | $6,507+27.8% |
| Admin fee / account holder | $2,703 | $17,272-84.3% | $14,255-81.0% | $12,624-78.6% |