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 | $86,847 | $117,841-26.3% | $102,423-15.2% | $145,922-40.5% |
| Participation rate | 57.1% | 78.6%-21.4pp | 76.5%-19.3pp | 80.3%-23.1pp |
| Annual return | 11.07% | 31.65%-20.6pp | 29.32%-18.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,495 | $3,615-31.0% | $3,023-17.5% | $4,660-46.5% |
| Participant deferral / active EE | $5,179 | $5,731-9.6% | $5,053+2.5% | $6,688-22.6% |
| Admin fee / account holder | $35,275 | $13,326+164.7% | $9,451+273.2% | $13,397+163.3% |