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 | $82,761 | $112,096-26.2% | $95,952-13.7% | $158,922-47.9% |
| Participation rate | 64.7% | 79.0%-14.3pp | 77.1%-12.4pp | 82.0%-17.3pp |
| Annual return | 16.96% | 171.09%-154.1pp | 91.61%-74.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,140 | $3,198-64.4% | $2,541-55.2% | $4,761-76.1% |
| Participant deferral / active EE | $4,821 | $4,784+0.8% | $4,167+15.7% | $5,982-19.4% |
| Admin fee / account holder | $2,600 | $10,130-74.3% | $6,795-61.7% | $11,246-76.9% |