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 | $92,945 | $159,602-41.8% | $150,045-38.1% | $142,382-34.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 13.95% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,100 | $4,961-57.7% | $4,693-55.3% | $4,299-51.2% |
| Participant deferral / active EE | $2,859 | $8,310-65.6% | $7,997-64.3% | $6,507-56.1% |
| Admin fee / account holder | $22,334 | $14,846+50.4% | $13,435+66.2% | $12,624+76.9% |