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 | $110,225 | $154,117-28.5% | $129,995-15.2% | $139,434-20.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 19.58% | 32.48%-12.9pp | -137.18%+156.8pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,733 | $5,289-67.2% | $4,320-59.9% | $4,751-63.5% |
| Participant deferral / active EE | $4,270 | $6,710-36.4% | $5,820-26.6% | $6,710-36.4% |
| Admin fee / account holder | $8,656 | $14,007-38.2% | $10,614-18.5% | $11,403-24.1% |