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 | $84,160 | $89,355-5.8% | $141,162-40.4% | $72,985+15.3% |
| Participation rate | 51.9% | 75.1%-23.3pp | 82.5%-30.6pp | 69.5%-17.6pp |
| Annual return | 22.31% | 111.85%-89.5pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,972 | $3,114-36.7% | $4,735-58.3% | $2,440-19.2% |
| Participant deferral / active EE | $4,764 | $5,418-12.1% | $6,709-29.0% | $3,607+32.1% |
| Admin fee / account holder | $13,682 | $5,958+129.6% | $10,261+33.3% | $5,124+167.0% |