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 | $98,020 | $154,117-36.4% | $129,995-24.6% | $139,434-29.7% |
| Participation rate | 64.7% | 82.0%-17.2pp | 78.5%-13.8pp | 80.3%-15.6pp |
| Annual return | 20.51% | 32.48%-12.0pp | -137.18%+157.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,392 | $5,289-54.8% | $4,320-44.6% | $4,751-49.7% |
| Participant deferral / active EE | $4,265 | $6,710-36.4% | $5,820-26.7% | $6,710-36.4% |
| Admin fee / account holder | $831 | $14,007-94.1% | $10,614-92.2% | $11,403-92.7% |