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 | $125,095 | $165,335-24.3% | $149,696-16.4% | $158,922-21.3% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | 8.34% | 348.15%-339.8pp | 276.60%-268.3pp | 302.83%-294.5pp |
| Employer contribution / active EE | $2,035 | $5,103-60.1% | $4,644-56.2% | $4,761-57.3% |
| Participant deferral / active EE | $8,796 | $7,181+22.5% | $6,842+28.6% | $5,982+47.0% |
| Admin fee / account holder | $76,235 | $10,807+605.5% | $9,309+719.0% | $11,246+577.9% |