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 | $94,214 | $175,202-46.2% | $149,673-37.1% | $139,434-32.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 21.98% | 166.71%-144.7pp | 134.42%-112.4pp | 372.94%-351.0pp |
| Employer contribution / active EE | $5,014 | $5,474-8.4% | $4,818+4.1% | $4,751+5.5% |
| Participant deferral / active EE | $5,425 | $6,519-16.8% | $5,680-4.5% | $6,710-19.2% |
| Admin fee / account holder | $583 | $16,150-96.4% | $13,210-95.6% | $11,403-94.9% |