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 | $86,096 | $165,335-47.9% | $149,696-42.5% | $158,922-45.8% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 11.08% | 348.15%-337.1pp | 276.60%-265.5pp | 302.83%-291.7pp |
| Employer contribution / active EE | $1,903 | $5,103-62.7% | $4,644-59.0% | $4,761-60.0% |
| Participant deferral / active EE | $4,419 | $7,181-38.5% | $6,842-35.4% | $5,982-26.1% |
| Admin fee / account holder | $27,830 | $10,807+157.5% | $9,309+199.0% | $11,246+147.5% |