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 | $92,586 | $175,202-47.2% | $149,673-38.1% | $139,434-33.6% |
| Participation rate | 30.0% | 83.4%-53.4pp | 78.8%-48.8pp | 80.3%-50.3pp |
| Annual return | 10.77% | 166.71%-155.9pp | 134.42%-123.7pp | 372.94%-362.2pp |
| Employer contribution / active EE | $1,967 | $5,474-64.1% | $4,818-59.2% | $4,751-58.6% |
| Participant deferral / active EE | $3,105 | $6,519-52.4% | $5,680-45.3% | $6,710-53.7% |
| Admin fee / account holder | $56,300 | $16,150+248.6% | $13,210+326.2% | $11,403+393.7% |