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 | $98,486 | $165,335-40.4% | $149,696-34.2% | $158,922-38.0% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | 34.32% | 348.15%-313.8pp | 276.60%-242.3pp | 302.83%-268.5pp |
| Employer contribution / active EE | $2,143 | $5,103-58.0% | $4,644-53.9% | $4,761-55.0% |
| Participant deferral / active EE | $2,784 | $7,181-61.2% | $6,842-59.3% | $5,982-53.5% |
| Admin fee / account holder | $23,601 | $10,807+118.4% | $9,309+153.5% | $11,246+109.9% |