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 | $84,056 | $105,181-20.1% | $159,436-47.3% | $85,850-2.1% |
| Participation rate | 61.7% | 75.8%-14.1pp | 82.8%-21.1pp | 69.3%-7.6pp |
| Annual return | 13.42% | 45.07%-31.7pp | 263.57%-250.2pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,896 | $3,318-42.9% | $4,829-60.7% | $2,565-26.1% |
| Participant deferral / active EE | $4,458 | $5,945-25.0% | $7,352-39.4% | $3,952+12.8% |
| Admin fee / account holder | $2,323 | $6,933-66.5% | $10,799-78.5% | $6,260-62.9% |