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 | $117,799 | $159,901-26.3% | $146,958-19.8% | $145,922-19.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 10.46% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,874 | $5,286-64.6% | $4,933-62.0% | $4,660-59.8% |
| Participant deferral / active EE | $7,768 | $8,428-7.8% | $8,070-3.7% | $6,688+16.1% |
| Admin fee / account holder | $10,305 | $15,044-31.5% | $12,998-20.7% | $13,397-23.1% |