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 | $194,648 | $228,332-14.8% | $185,823+4.7% | $158,922+22.5% |
| Participation rate | 37.5% | 82.3%-44.8pp | 78.0%-40.5pp | 82.0%-44.5pp |
| Annual return | 8.52% | 40.80%-32.3pp | 35.95%-27.4pp | 302.83%-294.3pp |
| Employer contribution / active EE | $3,310 | $4,967-33.3% | $4,087-19.0% | $4,761-30.5% |
| Participant deferral / active EE | $5,355 | $6,415-16.5% | $5,632-4.9% | $5,982-10.5% |
| Admin fee / account holder | $7,434 | $11,864-37.3% | $9,500-21.8% | $11,246-33.9% |