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 | $93,191 | $102,317-8.9% | $146,958-36.6% | $80,856+15.3% |
| Participation rate | 35.1% | 75.8%-40.7pp | 82.2%-47.0pp | 67.6%-32.5pp |
| Annual return | 15.09% | 134.76%-119.7pp | 418.34%-403.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,060 | $3,713-71.4% | $4,933-78.5% | $2,755-61.5% |
| Participant deferral / active EE | $3,379 | $6,644-49.1% | $8,070-58.1% | $4,296-21.3% |
| Admin fee / account holder | $1,688 | $7,941-78.8% | $12,998-87.0% | $6,918-75.6% |