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 | $85,266 | $179,726-52.6% | $156,263-45.4% | $142,382-40.1% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.9%-16.4pp | 80.1%-17.6pp |
| Annual return | 19.37% | 77.86%-58.5pp | 59.47%-40.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $7,830 | $5,069+54.5% | $4,333+80.7% | $4,299+82.1% |
| Participant deferral / active EE | $13,070 | $6,956+87.9% | $6,158+112.2% | $6,507+100.9% |
| Admin fee / account holder | $17,605 | $17,272+1.9% | $14,255+23.5% | $12,624+39.5% |