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 | $99,996 | $157,256-36.4% | $141,162-29.2% | $152,861-34.6% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.4%-18.2pp |
| Annual return | 20.75% | 64.32%-43.6pp | 71.39%-50.6pp | 345.32%-324.6pp |
| Employer contribution / active EE | $4,399 | $5,261-16.4% | $4,735-7.1% | $4,762-7.6% |
| Participant deferral / active EE | $10,313 | $7,109+45.1% | $6,709+53.7% | $5,850+76.3% |
| Admin fee / account holder | $8,873 | $12,120-26.8% | $10,261-13.5% | $11,596-23.5% |