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 | $99,260 | $117,841-15.8% | $102,423-3.1% | $145,922-32.0% |
| Participation rate | 68.8% | 78.6%-9.8pp | 76.5%-7.7pp | 80.3%-11.5pp |
| Annual return | 10.62% | 31.65%-21.0pp | 29.32%-18.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,595 | $3,615-55.9% | $3,023-47.2% | $4,660-65.8% |
| Participant deferral / active EE | $6,900 | $5,731+20.4% | $5,053+36.6% | $6,688+3.2% |
| Admin fee / account holder | $24,915 | $13,326+87.0% | $9,451+163.6% | $13,397+86.0% |