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 | $98,227 | $105,126-6.6% | $94,646+3.8% | $139,434-29.6% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 17.61% | 38.03%-20.4pp | 156.71%-139.1pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,214 | $4,106-70.4% | $3,672-66.9% | $4,751-74.4% |
| Participant deferral / active EE | $2,461 | $7,599-67.6% | $7,418-66.8% | $6,710-63.3% |
| Admin fee / account holder | $26,017 | $8,984+189.6% | $7,231+259.8% | $11,403+128.2% |