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 | $97,283 | $117,381-17.1% | $99,443-2.2% | $152,861-36.4% |
| Participation rate | 36.4% | 77.5%-41.2pp | 73.8%-37.5pp | 82.4%-46.1pp |
| Annual return | 13.04% | 31.87%-18.8pp | 30.72%-17.7pp | 345.32%-332.3pp |
| Employer contribution / active EE | $1,239 | $3,013-58.9% | $2,540-51.2% | $4,762-74.0% |
| Participant deferral / active EE | $3,884 | $4,086-4.9% | $3,619+7.3% | $5,850-33.6% |
| Admin fee / account holder | $717 | $7,631-90.6% | $6,250-88.5% | $11,596-93.8% |