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 | $50,844 | $127,264-60.0% | $109,895-53.7% | $167,490-69.6% |
| Participation rate | 58.3% | 77.9%-19.5pp | 74.2%-15.9pp | 82.1%-23.8pp |
| Annual return | 10.78% | 22.97%-12.2pp | 29.45%-18.7pp | 478.56%-467.8pp |
| Employer contribution / active EE | $3,270 | $3,322-1.6% | $2,842+15.0% | $4,837-32.4% |
| Participant deferral / active EE | $3,967 | $4,514-12.1% | $4,048-2.0% | $6,341-37.4% |
| Admin fee / account holder | $1,894 | $7,114-73.4% | $6,066-68.8% | $12,309-84.6% |