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 | $87,456 | $176,377-50.4% | $134,143-34.8% | $158,922-45.0% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 9.88% | 63.63%-53.7pp | 36.33%-26.4pp | 302.83%-292.9pp |
| Employer contribution / active EE | $726 | $5,040-85.6% | $3,704-80.4% | $4,761-84.8% |
| Participant deferral / active EE | $1,181 | $4,091-71.1% | $3,499-66.2% | $5,982-80.3% |
| Admin fee / account holder | $18,797 | $8,718+115.6% | $6,684+181.2% | $11,246+67.1% |