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 | $78,548 | $210,648-62.7% | $177,989-55.9% | $145,922-46.2% |
| Participation rate | 57.1% | 80.8%-23.6pp | 77.1%-19.9pp | 80.3%-23.1pp |
| Annual return | 11.13% | 385.86%-374.7pp | 294.48%-283.4pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,155 | $4,565-52.8% | $3,949-45.4% | $4,660-53.7% |
| Participant deferral / active EE | $5,947 | $6,958-14.5% | $6,276-5.2% | $6,688-11.1% |
| Admin fee / account holder | $4,460 | $12,013-62.9% | $10,363-57.0% | $13,397-66.7% |