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 | $85,965 | $112,881-23.8% | $90,951-5.5% | $158,922-45.9% |
| Participation rate | 47.4% | 74.7%-27.4pp | 69.0%-21.6pp | 82.0%-34.6pp |
| Annual return | 9.06% | 215.79%-206.7pp | 134.60%-125.5pp | 302.83%-293.8pp |
| Employer contribution / active EE | $2,632 | $2,893-9.0% | $2,122+24.0% | $4,761-44.7% |
| Participant deferral / active EE | $1,987 | $4,128-51.9% | $3,373-41.1% | $5,982-66.8% |
| Admin fee / account holder | $23,513 | $8,041+192.4% | $5,959+294.6% | $11,246+109.1% |