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 | $91,224 | $144,119-36.7% | $117,854-22.6% | $147,584-38.2% |
| Participation rate | 57.1% | 83.4%-26.3pp | 79.7%-22.5pp | 82.8%-25.7pp |
| Annual return | 19.22% | 531.15%-511.9pp | 335.08%-315.9pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,348 | $4,896-72.5% | $3,786-64.4% | $4,876-72.4% |
| Participant deferral / active EE | $1,589 | $5,316-70.1% | $4,482-64.5% | $5,439-70.8% |
| Admin fee / account holder | $2,106 | $10,886-80.6% | $8,020-73.7% | $10,885-80.6% |