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 | $88,491 | $112,881-21.6% | $90,951-2.7% | $158,922-44.3% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 15.80% | 215.79%-200.0pp | 134.60%-118.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,482 | $2,893-48.8% | $2,122-30.2% | $4,761-68.9% |
| Participant deferral / active EE | $3,551 | $4,128-14.0% | $3,373+5.3% | $5,982-40.6% |
| Admin fee / account holder | $20,218 | $8,041+151.4% | $5,959+239.3% | $11,246+79.8% |