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 | $108,759 | $176,056-38.2% | $159,436-31.8% | $167,490-35.1% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 16.43% | 331.75%-315.3pp | 263.57%-247.1pp | 478.56%-462.1pp |
| Employer contribution / active EE | $2,635 | $5,297-50.3% | $4,829-45.4% | $4,837-45.5% |
| Participant deferral / active EE | $17,727 | $7,750+128.7% | $7,352+141.1% | $6,341+179.6% |
| Admin fee / account holder | $7,143 | $12,554-43.1% | $10,799-33.9% | $12,309-42.0% |