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 | $91,558 | $93,346-1.9% | $71,796+27.5% | $273,961-66.6% |
| Participation rate | 60.9% | 76.5%-15.7pp | 69.1%-8.2pp | 83.0%-22.1pp |
| Annual return | 3.93% | 130.39%-126.5pp | 78.04%-74.1pp | 41.45%-37.5pp |
| Employer contribution / active EE | $871 | $2,733-68.1% | $1,924-54.7% | $4,869-82.1% |
| Participant deferral / active EE | $2,419 | $3,475-30.4% | $2,794-13.5% | $5,287-54.3% |
| Admin fee / account holder | $22,254 | $6,571+238.7% | $4,815+362.2% | $10,132+119.6% |