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 | $86,596 | $185,822-53.4% | $169,993-49.1% | $139,434-37.9% |
| Participation rate | 44.4% | 87.8%-43.3pp | 87.0%-42.6pp | 80.3%-35.9pp |
| Annual return | 13.94% | 60.50%-46.6pp | 53.37%-39.4pp | 372.94%-359.0pp |
| Employer contribution / active EE | $4,610 | $7,590-39.3% | $6,785-32.1% | $4,751-3.0% |
| Participant deferral / active EE | $9,487 | $11,622-18.4% | $10,408-8.8% | $6,710+41.4% |
| Admin fee / account holder | $24,863 | $15,381+61.6% | $12,815+94.0% | $11,403+118.0% |