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 | $91,804 | $150,187-38.9% | $120,354-23.7% | $145,922-37.1% |
| Participation rate | 54.5% | 78.8%-24.2pp | 71.9%-17.4pp | 80.3%-25.7pp |
| Annual return | 9.92% | 154.07%-144.1pp | 107.15%-97.2pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,428 | $4,348-67.2% | $3,463-58.8% | $4,660-69.4% |
| Participant deferral / active EE | $7,607 | $6,173+23.2% | $4,991+52.4% | $6,688+13.7% |
| Admin fee / account holder | $6,379 | $12,207-47.7% | $9,423-32.3% | $13,397-52.4% |