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 | $92,101 | $104,974-12.3% | $95,585-3.6% | $142,382-35.3% |
| Participation rate | 68.4% | 75.0%-6.5pp | 72.1%-3.7pp | 80.1%-11.7pp |
| Annual return | 15.97% | 210.33%-194.4pp | 38.56%-22.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,731 | $2,779-37.7% | $2,527-31.5% | $4,299-59.7% |
| Participant deferral / active EE | $6,541 | $4,352+50.3% | $4,023+62.6% | $6,507+0.5% |
| Admin fee / account holder | $58,916 | $6,386+822.6% | $6,127+861.5% | $12,624+366.7% |