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 | $80,167 | $114,381-29.9% | $107,525-25.4% | $142,382-43.7% |
| Participation rate | 57.1% | 78.1%-21.0pp | 75.1%-17.9pp | 80.1%-23.0pp |
| Annual return | 16.64% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $4,177 | $4,015+4.1% | $3,754+11.3% | $4,299-2.8% |
| Participant deferral / active EE | $9,164 | $5,564+64.7% | $5,116+79.1% | $6,507+40.8% |
| Admin fee / account holder | $1,675 | $9,860-83.0% | $8,919-81.2% | $12,624-86.7% |