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 | $90,629 | $202,432-55.2% | $169,368-46.5% | $139,434-35.0% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 9.70% | 531.74%-522.0pp | 405.60%-395.9pp | 372.94%-363.2pp |
| Employer contribution / active EE | $609 | $4,692-87.0% | $4,013-84.8% | $4,751-87.2% |
| Participant deferral / active EE | $5,931 | $6,938-14.5% | $6,221-4.7% | $6,710-11.6% |
| Admin fee / account holder | $100,352 | $10,708+837.2% | $9,003+1014.6% | $11,403+780.1% |