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 | $83,212 | $179,726-53.7% | $156,263-46.7% | $142,382-41.6% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.9%-78.9pp | 80.1%-80.1pp |
| Annual return | 17.90% | 77.86%-60.0pp | 59.47%-41.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $15,400 | $5,069+203.8% | $4,333+255.4% | $4,299+258.2% |
| Participant deferral / active EE | $47,470 | $6,956+582.4% | $6,158+670.8% | $6,507+629.5% |
| Admin fee / account holder | $257,983 | $17,272+1393.6% | $14,255+1709.8% | $12,624+1943.6% |