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 | $94,139 | $114,237-17.6% | $119,258-21.1% | $167,490-43.8% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.7%-32.7pp | 82.1%-32.1pp |
| Annual return | 27.51% | 29.87%-2.4pp | 30.69%-3.2pp | 478.56%-451.0pp |
| Employer contribution / active EE | $3,196 | $4,481-28.7% | $4,384-27.1% | $4,837-33.9% |
| Participant deferral / active EE | $3,348 | $6,084-45.0% | $6,111-45.2% | $6,341-47.2% |
| Admin fee / account holder | $49,716 | $8,932+456.6% | $7,226+588.0% | $12,309+303.9% |