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 | $83,570 | $88,707-5.8% | $74,183+12.7% | $273,961-69.5% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 35.89% | 11.94%+24.0pp | 17.74%+18.2pp | 41.45%-5.6pp |
| Employer contribution / active EE | $1,935 | $3,159-38.7% | $2,370-18.3% | $4,869-60.2% |
| Participant deferral / active EE | $3,687 | $4,212-12.5% | $3,550+3.9% | $5,287-30.3% |
| Admin fee / account holder | $72,682 | $8,717+733.8% | $5,586+1201.2% | $10,132+617.4% |