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 | $89,618 | $118,680-24.5% | $98,907-9.4% | $158,922-43.6% |
| Participation rate | 61.1% | 77.8%-16.7pp | 76.0%-14.9pp | 82.0%-20.8pp |
| Annual return | 15.32% | 372.35%-357.0pp | 196.43%-181.1pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,742 | $3,333-47.7% | $2,689-35.2% | $4,761-63.4% |
| Participant deferral / active EE | $4,286 | $5,088-15.8% | $4,244+1.0% | $5,982-28.4% |
| Admin fee / account holder | $3,017 | $10,131-70.2% | $6,642-54.6% | $11,246-73.2% |