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 | $125,411 | $157,256-20.3% | $141,162-11.2% | $152,861-18.0% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.4%-13.7pp |
| Annual return | 17.77% | 64.32%-46.6pp | 71.39%-53.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,174 | $5,261-58.7% | $4,735-54.1% | $4,762-54.3% |
| Participant deferral / active EE | $6,676 | $7,109-6.1% | $6,709-0.5% | $5,850+14.1% |
| Admin fee / account holder | $26,724 | $12,120+120.5% | $10,261+160.4% | $11,596+130.5% |