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 | $101,784 | $226,064-55.0% | $182,532-44.2% | $152,861-33.4% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.4%-22.4pp |
| Annual return | 11.95% | 192.51%-180.6pp | 148.54%-136.6pp | 345.32%-333.4pp |
| Employer contribution / active EE | $12,600 | $4,978+153.1% | $4,076+209.1% | $4,762+164.6% |
| Participant deferral / active EE | $2,879 | $6,368-54.8% | $5,524-47.9% | $5,850-50.8% |
| Admin fee / account holder | $65,655 | $10,703+513.4% | $8,592+664.1% | $11,596+466.2% |