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 | $80,181 | $107,334-25.3% | $92,893-13.7% | $152,861-47.5% |
| Participation rate | 68.2% | 79.8%-11.6pp | 76.0%-7.8pp | 82.4%-14.3pp |
| Annual return | 27.56% | 145.58%-118.0pp | 109.41%-81.9pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,571 | $4,221-62.8% | $3,653-57.0% | $4,762-67.0% |
| Participant deferral / active EE | $7,151 | $4,845+47.6% | $4,236+68.8% | $5,850+22.2% |
| Admin fee / account holder | $1,646 | $7,079-76.8% | $5,794-71.6% | $11,596-85.8% |