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 | $95,551 | $150,187-36.4% | $120,354-20.6% | $145,922-34.5% |
| Participation rate | 62.5% | 78.8%-16.3pp | 71.9%-9.4pp | 80.3%-17.8pp |
| Annual return | 9.62% | 154.07%-144.4pp | 107.15%-97.5pp | 561.29%-551.7pp |
| Employer contribution / active EE | $2,897 | $4,348-33.4% | $3,463-16.3% | $4,660-37.8% |
| Participant deferral / active EE | $2,897 | $6,173-53.1% | $4,991-42.0% | $6,688-56.7% |
| Admin fee / account holder | $1,412 | $12,207-88.4% | $9,423-85.0% | $13,397-89.5% |