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 | $96,633 | $165,984-41.8% | $164,813-41.4% | $145,922-33.8% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-46.9pp |
| Annual return | 11.95% | 100.03%-88.1pp | 69.93%-58.0pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,370 | $5,273-55.1% | $4,341-45.4% | $4,660-49.1% |
| Participant deferral / active EE | $4,278 | $6,959-38.5% | $6,031-29.1% | $6,688-36.0% |
| Admin fee / account holder | $11,250 | $16,648-32.4% | $12,690-11.3% | $13,397-16.0% |