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 | $109,014 | $201,272-45.8% | $184,203-40.8% | $145,922-25.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 13.33% | 29.00%-15.7pp | 28.81%-15.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $4,178 | $7,022-40.5% | $6,427-35.0% | $4,660-10.3% |
| Participant deferral / active EE | $8,431 | $9,806-14.0% | $9,131-7.7% | $6,688+26.1% |
| Admin fee / account holder | $29,471 | $16,364+80.1% | $13,901+112.0% | $13,397+120.0% |