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 | $83,152 | $114,047-27.1% | $96,139-13.5% | $167,490-50.4% |
| Participation rate | 65.2% | 75.1%-9.8pp | 68.4%-3.2pp | 82.1%-16.9pp |
| Annual return | 11.97% | 189.88%-177.9pp | 191.94%-180.0pp | 478.56%-466.6pp |
| Employer contribution / active EE | $1,551 | $3,427-54.7% | $2,797-44.5% | $4,837-67.9% |
| Participant deferral / active EE | $3,745 | $5,194-27.9% | $4,349-13.9% | $6,341-40.9% |
| Admin fee / account holder | $5,420 | $6,897-21.4% | $5,537-2.1% | $12,309-56.0% |