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 | $80,325 | $88,083-8.8% | $164,813-51.3% | $74,495+7.8% |
| Participation rate | 34.9% | 73.0%-38.1pp | 78.6%-43.7pp | 67.2%-32.3pp |
| Annual return | 17.24% | 17.26%0pp | 69.93%-52.7pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $2,465 | $2,593-4.9% | $4,341-43.2% | $2,623-6.0% |
| Participant deferral / active EE | $3,740 | $4,498-16.8% | $6,031-38.0% | $4,346-13.9% |
| Admin fee / account holder | $14,635 | $2,234+555.2% | $12,690+15.3% | $1,942+653.7% |