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 | $81,265 | $117,841-31.0% | $102,423-20.7% | $145,922-44.3% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 10.20% | 31.65%-21.4pp | 29.32%-19.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,662 | $3,615-54.0% | $3,023-45.0% | $4,660-64.3% |
| Participant deferral / active EE | $2,198 | $5,731-61.6% | $5,053-56.5% | $6,688-67.1% |
| Admin fee / account holder | $182,065 | $13,326+1266.2% | $9,451+1826.5% | $13,397+1259.0% |