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 | $109,994 | $150,187-26.8% | $120,354-8.6% | $145,922-24.6% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 9.28% | 154.07%-144.8pp | 107.15%-97.9pp | 561.29%-552.0pp |
| Employer contribution / active EE | $909 | $4,348-79.1% | $3,463-73.8% | $4,660-80.5% |
| Participant deferral / active EE | $1,892 | $6,173-69.3% | $4,991-62.1% | $6,688-71.7% |
| Admin fee / account holder | $2,379 | $12,207-80.5% | $9,423-74.8% | $13,397-82.2% |