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 | $95,977 | $140,940-31.9% | $112,229-14.5% | $139,434-31.2% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 9.03% | 32.71%-23.7pp | 30.20%-21.2pp | 372.94%-363.9pp |
| Employer contribution / active EE | $1,268 | $4,283-70.4% | $3,430-63.0% | $4,751-73.3% |
| Participant deferral / active EE | $5,337 | $5,874-9.1% | $4,798+11.2% | $6,710-20.5% |
| Admin fee / account holder | $54,930 | $9,954+451.8% | $7,748+608.9% | $11,403+381.7% |