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 8-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 | $83,897 | $112,096-25.2% | $95,952-12.6% | $158,922-47.2% |
| Participation rate | 55.6% | 79.0%-23.4pp | 77.1%-21.5pp | 82.0%-26.4pp |
| Annual return | 6.49% | 171.09%-164.6pp | 91.61%-85.1pp | 302.83%-296.3pp |
| Employer contribution / active EE | $1,444 | $3,198-54.9% | $2,541-43.2% | $4,761-69.7% |
| Participant deferral / active EE | $3,640 | $4,784-23.9% | $4,167-12.6% | $5,982-39.1% |
| Admin fee / account holder | $35,475 | $10,130+250.2% | $6,795+422.0% | $11,246+215.4% |