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 | $60,816 | $105,181-42.2% | $159,436-61.9% | $85,850-29.2% |
| Participation rate | 62.3% | 75.8%-13.5pp | 82.8%-20.5pp | 69.3%-7.0pp |
| Annual return | 14.71% | 45.07%-30.4pp | 263.57%-248.9pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,150 | $3,318-35.2% | $4,829-55.5% | $2,565-16.2% |
| Participant deferral / active EE | $4,492 | $5,945-24.4% | $7,352-38.9% | $3,952+13.7% |
| Admin fee / account holder | $2,969 | $6,933-57.2% | $10,799-72.5% | $6,260-52.6% |