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 | $79,927 | $99,020-19.3% | $86,590-7.7% | $147,584-45.8% |
| Participation rate | 26.3% | 76.3%-50.0pp | 73.5%-47.2pp | 82.8%-56.5pp |
| Annual return | 15.84% | 1312.34%-1296.5pp | 964.84%-949.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $258 | $3,132-91.7% | $2,839-90.9% | $4,876-94.7% |
| Participant deferral / active EE | $2,001 | $3,972-49.6% | $3,609-44.5% | $5,439-63.2% |
| Admin fee / account holder | $14,882 | $5,710+160.6% | $4,906+203.4% | $10,885+36.7% |