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 | $68,897 | $115,770-40.5% | $101,248-32.0% | $158,922-56.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 20.87% | 56.14%-35.3pp | 46.47%-25.6pp | 302.83%-282.0pp |
| Employer contribution / active EE | $5,093 | $4,175+22.0% | $3,660+39.2% | $4,761+7.0% |
| Participant deferral / active EE | $6,790 | $4,957+37.0% | $4,370+55.4% | $5,982+13.5% |
| Admin fee / account holder | $27,759 | $7,245+283.1% | $5,945+366.9% | $11,246+146.8% |