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 | $103,278 | $176,056-41.3% | $159,436-35.2% | $167,490-38.3% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 19.32% | 331.75%-312.4pp | 263.57%-244.2pp | 478.56%-459.2pp |
| Employer contribution / active EE | $1,058 | $5,297-80.0% | $4,829-78.1% | $4,837-78.1% |
| Participant deferral / active EE | $3,133 | $7,750-59.6% | $7,352-57.4% | $6,341-50.6% |
| Admin fee / account holder | $5,573 | $12,554-55.6% | $10,799-48.4% | $12,309-54.7% |