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 | $85,436 | $175,202-51.2% | $149,673-42.9% | $139,434-38.7% |
| Participation rate | 57.9% | 83.4%-25.5pp | 78.8%-20.9pp | 80.3%-22.4pp |
| Annual return | 14.56% | 166.71%-152.1pp | 134.42%-119.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $3,087 | $5,474-43.6% | $4,818-35.9% | $4,751-35.0% |
| Participant deferral / active EE | $5,448 | $6,519-16.4% | $5,680-4.1% | $6,710-18.8% |
| Admin fee / account holder | $2,046 | $16,150-87.3% | $13,210-84.5% | $11,403-82.1% |