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 | $67,528 | $198,466-66.0% | $170,442-60.4% | $147,584-54.2% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 15.55% | 257.29%-241.7pp | 205.93%-190.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $3,188 | $6,184-48.5% | $5,433-41.3% | $4,876-34.6% |
| Participant deferral / active EE | $5,231 | $5,629-7.1% | $4,939+5.9% | $5,439-3.8% |
| Admin fee / account holder | $862 | $16,852-94.9% | $13,880-93.8% | $10,885-92.1% |