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 | $94,003 | $111,301-15.5% | $112,977-16.8% | $158,922-40.8% |
| Participation rate | 66.7% | 83.5%-16.8pp | 82.6%-15.9pp | 82.0%-15.3pp |
| Annual return | 14.89% | 26.40%-11.5pp | 24.24%-9.4pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,846 | $4,471-58.7% | $4,255-56.6% | $4,761-61.2% |
| Participant deferral / active EE | $4,089 | $5,880-30.5% | $5,836-29.9% | $5,982-31.6% |
| Admin fee / account holder | $29,392 | $8,392+250.2% | $6,294+367.0% | $11,246+161.4% |