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 | $88,760 | $165,335-46.3% | $149,696-40.7% | $158,922-44.1% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 19.75% | 348.15%-328.4pp | 276.60%-256.8pp | 302.83%-283.1pp |
| Employer contribution / active EE | $8,147 | $5,103+59.7% | $4,644+75.4% | $4,761+71.1% |
| Participant deferral / active EE | $14,440 | $7,181+101.1% | $6,842+111.1% | $5,982+141.4% |
| Admin fee / account holder | $4,659 | $10,807-56.9% | $9,309-49.9% | $11,246-58.6% |