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 | $81,716 | $106,515-23.3% | $96,683-15.5% | $139,434-41.4% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 12.65% | 38.43%-25.8pp | 35.69%-23.0pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,905 | $4,103-53.6% | $3,737-49.0% | $4,751-59.9% |
| Participant deferral / active EE | $9,100 | $5,454+66.9% | $4,878+86.6% | $6,710+35.6% |
| Admin fee / account holder | $21,913 | $7,877+178.2% | $6,730+225.6% | $11,403+92.2% |