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 | $92,819 | $176,812-47.5% | $146,665-36.7% | $167,490-44.6% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 18.64% | 24.03%-5.4pp | 22.74%-4.1pp | 478.56%-459.9pp |
| Employer contribution / active EE | $1,973 | $5,160-61.8% | $4,136-52.3% | $4,837-59.2% |
| Participant deferral / active EE | $4,607 | $6,440-28.5% | $5,506-16.3% | $6,341-27.4% |
| Admin fee / account holder | $51,364 | $13,259+287.4% | $10,280+399.7% | $12,309+317.3% |