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 | $98,295 | $197,591-50.3% | $177,821-44.7% | $158,922-38.1% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.7%-25.2pp | 82.0%-19.5pp |
| Annual return | 11.93% | 58.76%-46.8pp | 48.32%-36.4pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,636 | $6,697-75.6% | $5,918-72.4% | $4,761-65.6% |
| Participant deferral / active EE | $4,942 | $8,405-41.2% | $7,714-35.9% | $5,982-17.4% |
| Admin fee / account holder | $21,299 | $15,399+38.3% | $12,427+71.4% | $11,246+89.4% |