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 | $98,310 | $183,963-46.6% | $162,163-39.4% | $152,861-35.7% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.4%-22.4pp |
| Annual return | 39.24% | 150.76%-111.5pp | 115.59%-76.4pp | 345.32%-306.1pp |
| Employer contribution / active EE | $3,049 | $6,371-52.1% | $5,614-45.7% | $4,762-36.0% |
| Participant deferral / active EE | $3,012 | $8,034-62.5% | $7,298-58.7% | $5,850-48.5% |
| Admin fee / account holder | $4,570 | $13,121-65.2% | $10,843-57.8% | $11,596-60.6% |