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 | $83,469 | $105,859-21.2% | $90,160-7.4% | $147,584-43.4% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 14.96% | 37.63%-22.7pp | 34.88%-19.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,911 | $4,126-53.7% | $3,318-42.4% | $4,876-60.8% |
| Participant deferral / active EE | $8,109 | $5,733+41.4% | $5,288+53.4% | $5,439+49.1% |
| Admin fee / account holder | $785 | $8,046-90.2% | $5,943-86.8% | $10,885-92.8% |