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 | $78,711 | $133,922-41.2% | $116,228-32.3% | $142,382-44.7% |
| Participation rate | 56.3% | 77.9%-21.6pp | 74.6%-18.3pp | 80.1%-23.9pp |
| Annual return | 13.19% | 147.76%-134.6pp | 90.06%-76.9pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,634 | $3,446-52.6% | $2,994-45.4% | $4,299-62.0% |
| Participant deferral / active EE | $3,678 | $5,672-35.2% | $4,953-25.7% | $6,507-43.5% |
| Admin fee / account holder | $28,209 | $14,945+88.8% | $11,989+135.3% | $12,624+123.5% |