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 | $90,084 | $117,381-23.3% | $99,443-9.4% | $152,861-41.1% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.4%-32.4pp |
| Annual return | 19.47% | 31.87%-12.4pp | 30.72%-11.2pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,434 | $3,013-52.4% | $2,540-43.5% | $4,762-69.9% |
| Participant deferral / active EE | $1,434 | $4,086-64.9% | $3,619-60.4% | $5,850-75.5% |
| Admin fee / account holder | $1,604 | $7,631-79.0% | $6,250-74.3% | $11,596-86.2% |