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 | $103,779 | $157,256-34.0% | $141,162-26.5% | $152,861-32.1% |
| Participation rate | 52.6% | 84.8%-32.2pp | 82.5%-29.8pp | 82.4%-29.8pp |
| Annual return | 17.25% | 64.32%-47.1pp | 71.39%-54.1pp | 345.32%-328.1pp |
| Employer contribution / active EE | $1,525 | $5,261-71.0% | $4,735-67.8% | $4,762-68.0% |
| Participant deferral / active EE | $5,354 | $7,109-24.7% | $6,709-20.2% | $5,850-8.5% |
| Admin fee / account holder | $22,356 | $12,120+84.5% | $10,261+117.9% | $11,596+92.8% |