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 | $103,121 | $154,117-33.1% | $129,995-20.7% | $139,434-26.0% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.5%-14.2pp | 80.3%-16.0pp |
| Annual return | 20.96% | 32.48%-11.5pp | -137.18%+158.1pp | 372.94%-352.0pp |
| Employer contribution / active EE | $3,392 | $5,289-35.9% | $4,320-21.5% | $4,751-28.6% |
| Participant deferral / active EE | $7,357 | $6,710+9.6% | $5,820+26.4% | $6,710+9.6% |
| Admin fee / account holder | $7,539 | $14,007-46.2% | $10,614-29.0% | $11,403-33.9% |