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 | $97,183 | $109,327-11.1% | $89,391+8.7% | $158,922-38.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 9.51% | 345.68%-336.2pp | 245.62%-236.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $570 | $3,170-82.0% | $2,586-78.0% | $4,761-88.0% |
| Participant deferral / active EE | $894 | $4,598-80.6% | $3,890-77.0% | $5,982-85.1% |
| Admin fee / account holder | $1,299 | $6,153-78.9% | $4,881-73.4% | $11,246-88.5% |