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 | $87,818 | $112,096-21.7% | $95,952-8.5% | $158,922-44.7% |
| Participation rate | 47.1% | 79.0%-31.9pp | 77.1%-30.0pp | 82.0%-34.9pp |
| Annual return | 9.84% | 171.09%-161.3pp | 91.61%-81.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,112 | $3,198-65.2% | $2,541-56.2% | $4,761-76.6% |
| Participant deferral / active EE | $3,889 | $4,784-18.7% | $4,167-6.7% | $5,982-35.0% |
| Admin fee / account holder | $17,717 | $10,130+74.9% | $6,795+160.7% | $11,246+57.5% |