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 | $84,724 | $112,096-24.4% | $95,952-11.7% | $158,922-46.7% |
| Participation rate | 68.4% | 79.0%-10.6pp | 77.1%-8.7pp | 82.0%-13.5pp |
| Annual return | 8.72% | 171.09%-162.4pp | 91.61%-82.9pp | 302.83%-294.1pp |
| Employer contribution / active EE | $1,176 | $3,198-63.2% | $2,541-53.7% | $4,761-75.3% |
| Participant deferral / active EE | $3,299 | $4,784-31.0% | $4,167-20.8% | $5,982-44.8% |
| Admin fee / account holder | $25,025 | $10,130+147.0% | $6,795+268.3% | $11,246+122.5% |