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 | $116,856 | $226,064-48.3% | $182,532-36.0% | $152,861-23.6% |
| Participation rate | 52.6% | 82.5%-29.8pp | 78.0%-25.3pp | 82.4%-29.8pp |
| Annual return | 19.30% | 192.51%-173.2pp | 148.54%-129.2pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,799 | $4,978-63.9% | $4,076-55.9% | $4,762-62.2% |
| Participant deferral / active EE | $4,834 | $6,368-24.1% | $5,524-12.5% | $5,850-17.4% |
| Admin fee / account holder | $19,653 | $10,703+83.6% | $8,592+128.7% | $11,596+69.5% |