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 | $83,903 | $198,466-57.7% | $170,442-50.8% | $147,584-43.1% |
| Participation rate | 53.3% | 88.0%-34.6pp | 83.6%-30.3pp | 82.8%-29.5pp |
| Annual return | 9.28% | 257.29%-248.0pp | 205.93%-196.7pp | 578.55%-569.3pp |
| Employer contribution / active EE | $2,184 | $6,184-64.7% | $5,433-59.8% | $4,876-55.2% |
| Participant deferral / active EE | $5,502 | $5,629-2.3% | $4,939+11.4% | $5,439+1.2% |
| Admin fee / account holder | $73,773 | $16,852+337.8% | $13,880+431.5% | $10,885+577.7% |