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 | $104,212 | $112,096-7.0% | $95,952+8.6% | $158,922-34.4% |
| Participation rate | 40.0% | 79.0%-39.0pp | 77.1%-37.1pp | 82.0%-42.0pp |
| Annual return | 9.50% | 171.09%-161.6pp | 91.61%-82.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $1,796 | $3,198-43.8% | $2,541-29.3% | $4,761-62.3% |
| Participant deferral / active EE | $3,612 | $4,784-24.5% | $4,167-13.3% | $5,982-39.6% |
| Admin fee / account holder | $61,552 | $10,130+507.6% | $6,795+805.8% | $11,246+447.3% |