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 | $89,933 | $111,724-19.5% | $93,606-3.9% | $145,922-38.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 8.46% | 202.98%-194.5pp | 133.20%-124.7pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,745 | $3,090-43.5% | $2,420-27.9% | $4,660-62.6% |
| Participant deferral / active EE | $3,421 | $4,912-30.4% | $4,411-22.5% | $6,688-48.9% |
| Admin fee / account holder | $2,016 | $10,250-80.3% | $8,285-75.7% | $13,397-85.0% |