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 | $113,300 | $176,812-35.9% | $146,665-22.7% | $167,490-32.4% |
| Participation rate | 63.2% | 83.6%-20.5pp | 80.1%-16.9pp | 82.1%-18.9pp |
| Annual return | 15.46% | 24.03%-8.6pp | 22.74%-7.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,512 | $5,160-70.7% | $4,136-63.5% | $4,837-68.7% |
| Participant deferral / active EE | $4,906 | $6,440-23.8% | $5,506-10.9% | $6,341-22.6% |
| Admin fee / account holder | $19,443 | $13,259+46.6% | $10,280+89.1% | $12,309+58.0% |