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 | $72,348 | $118,450-38.9% | $98,439-26.5% | $139,434-48.1% |
| Participation rate | 66.7% | 77.4%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 12.96% | 18.94%-6.0pp | 21.16%-8.2pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,873 | $3,609-48.1% | $3,048-38.5% | $4,751-60.6% |
| Participant deferral / active EE | $14,667 | $5,392+172.0% | $4,738+209.6% | $6,710+118.6% |
| Admin fee / account holder | $100,049 | $14,026+613.3% | $8,948+1018.2% | $11,403+777.4% |