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 | $114,378 | $158,398-27.8% | $126,539-9.6% | $142,382-19.7% |
| Participation rate | 40.0% | 75.8%-35.8pp | 69.8%-29.8pp | 80.1%-40.1pp |
| Annual return | 15.08% | 593.76%-578.7pp | 425.95%-410.9pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,295 | $4,650-50.7% | $3,674-37.5% | $4,299-46.6% |
| Participant deferral / active EE | $4,256 | $4,767-10.7% | $4,083+4.3% | $6,507-34.6% |
| Admin fee / account holder | $16,684 | $6,918+141.2% | $6,065+175.1% | $12,624+32.2% |