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 | $97,219 | $154,117-36.9% | $129,995-25.2% | $139,434-30.3% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.5%-20.6pp | 80.3%-22.4pp |
| Annual return | 15.83% | 32.48%-16.6pp | -137.18%+153.0pp | 372.94%-357.1pp |
| Employer contribution / active EE | $4,552 | $5,289-13.9% | $4,320+5.4% | $4,751-4.2% |
| Participant deferral / active EE | $7,280 | $6,710+8.5% | $5,820+25.1% | $6,710+8.5% |
| Admin fee / account holder | $11,124 | $14,007-20.6% | $10,614+4.8% | $11,403-2.4% |