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 | $100,877 | $102,317-1.4% | $146,958-31.4% | $80,856+24.8% |
| Participation rate | 68.8% | 75.8%-7.1pp | 82.2%-13.4pp | 67.6%+1.1pp |
| Annual return | 14.80% | 134.76%-120.0pp | 418.34%-403.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,467 | $3,713-33.5% | $4,933-50.0% | $2,755-10.4% |
| Participant deferral / active EE | $2,760 | $6,644-58.5% | $8,070-65.8% | $4,296-35.7% |
| Admin fee / account holder | $4,350 | $7,941-45.2% | $12,998-66.5% | $6,918-37.1% |