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 | $90,979 | $96,635-5.9% | $86,612+5.0% | $139,434-34.8% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 17.23% | 106.41%-89.2pp | 591.07%-573.8pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,604 | $3,263-50.8% | $3,022-46.9% | $4,751-66.2% |
| Participant deferral / active EE | $3,099 | $4,836-35.9% | $4,438-30.2% | $6,710-53.8% |
| Admin fee / account holder | $4,830 | $6,408-24.6% | $5,614-14.0% | $11,403-57.6% |