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 | $87,218 | $210,648-58.6% | $177,989-51.0% | $145,922-40.2% |
| Participation rate | 65.0% | 80.8%-15.8pp | 77.1%-12.1pp | 80.3%-15.3pp |
| Annual return | 12.74% | 385.86%-373.1pp | 294.48%-281.7pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,210 | $4,565-51.6% | $3,949-44.0% | $4,660-52.6% |
| Participant deferral / active EE | $4,079 | $6,958-41.4% | $6,276-35.0% | $6,688-39.0% |
| Admin fee / account holder | $878 | $12,013-92.7% | $10,363-91.5% | $13,397-93.4% |