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 | $202,558 | $227,553-11.0% | $189,557+6.9% | $167,490+20.9% |
| Participation rate | 63.6% | 82.5%-18.9pp | 78.4%-14.8pp | 82.1%-18.5pp |
| Annual return | 9.79% | 78.40%-68.6pp | 64.17%-54.4pp | 478.56%-468.8pp |
| Employer contribution / active EE | $2,113 | $5,316-60.3% | $4,412-52.1% | $4,837-56.3% |
| Participant deferral / active EE | $4,491 | $7,002-35.9% | $6,174-27.3% | $6,341-29.2% |
| Admin fee / account holder | $27,340 | $11,878+130.2% | $9,807+178.8% | $12,309+122.1% |