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 | $130,070 | $227,553-42.8% | $189,557-31.4% | $167,490-22.3% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 11.02% | 78.40%-67.4pp | 64.17%-53.1pp | 478.56%-467.5pp |
| Employer contribution / active EE | $2,240 | $5,316-57.9% | $4,412-49.2% | $4,837-53.7% |
| Participant deferral / active EE | $2,367 | $7,002-66.2% | $6,174-61.7% | $6,341-62.7% |
| Admin fee / account holder | $53,801 | $11,878+353.0% | $9,807+448.6% | $12,309+337.1% |