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 9-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 | $94,345 | $97,044-2.8% | $83,333+13.2% | $135,375-30.3% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -2.63% | 12.31%-14.9pp | 10.63%-13.3pp | 519.73%-522.4pp |
| Employer contribution / active EE | $703 | $4,143-83.0% | $3,379-79.2% | $4,779-85.3% |
| Participant deferral / active EE | $1,891 | $5,964-68.3% | $5,565-66.0% | $5,609-66.3% |
| Admin fee / account holder | $57,096 | $8,380+581.4% | $7,510+660.2% | $10,827+427.3% |