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 | $90,835 | $202,432-55.1% | $169,368-46.4% | $139,434-34.9% |
| Participation rate | 5.0% | 81.1%-76.1pp | 77.1%-72.1pp | 80.3%-75.3pp |
| Annual return | 9.83% | 531.74%-521.9pp | 405.60%-395.8pp | 372.94%-363.1pp |
| Employer contribution / active EE | $700 | $4,692-85.1% | $4,013-82.6% | $4,751-85.3% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,710-100.0% |
| Admin fee / account holder | $8,146 | $10,708-23.9% | $9,003-9.5% | $11,403-28.6% |