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 | $93,040 | $102,966-9.6% | $90,281+3.1% | $152,861-39.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 25.91% | 95.16%-69.3pp | 78.10%-52.2pp | 345.32%-319.4pp |
| Employer contribution / active EE | $250 | $3,139-92.0% | $2,854-91.2% | $4,762-94.8% |
| Participant deferral / active EE | $1,725 | $4,281-59.7% | $3,885-55.6% | $5,850-70.5% |
| Admin fee / account holder | $539 | $6,171-91.3% | $5,351-89.9% | $11,596-95.4% |