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 | $83,484 | $176,812-52.8% | $146,665-43.1% | $167,490-50.2% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 15.36% | 24.03%-8.7pp | 22.74%-7.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $3,303 | $5,160-36.0% | $4,136-20.1% | $4,837-31.7% |
| Participant deferral / active EE | $5,227 | $6,440-18.8% | $5,506-5.1% | $6,341-17.6% |
| Admin fee / account holder | $14,586 | $13,259+10.0% | $10,280+41.9% | $12,309+18.5% |