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 | $89,921 | $175,202-48.7% | $149,673-39.9% | $139,434-35.5% |
| Participation rate | 68.2% | 83.4%-15.2pp | 78.8%-10.6pp | 80.3%-12.1pp |
| Annual return | 12.68% | 166.71%-154.0pp | 134.42%-121.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,692 | $5,474-69.1% | $4,818-64.9% | $4,751-64.4% |
| Participant deferral / active EE | $2,009 | $6,519-69.2% | $5,680-64.6% | $6,710-70.1% |
| Admin fee / account holder | $42,935 | $16,150+165.8% | $13,210+225.0% | $11,403+276.5% |