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 | $94,507 | $183,519-48.5% | $155,509-39.2% | $145,922-35.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 15.13% | 61.17%-46.0pp | 64.67%-49.5pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,275 | $5,313-38.4% | $4,672-29.9% | $4,660-29.7% |
| Participant deferral / active EE | $5,589 | $6,462-13.5% | $5,626-0.7% | $6,688-16.4% |
| Admin fee / account holder | $9,845 | $19,313-49.0% | $15,912-38.1% | $13,397-26.5% |