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 | $95,221 | $107,334-11.3% | $92,893+2.5% | $152,861-37.7% |
| Participation rate | 59.1% | 79.8%-20.7pp | 76.0%-16.9pp | 82.4%-23.4pp |
| Annual return | 17.57% | 145.58%-128.0pp | 109.41%-91.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,247 | $4,221-70.5% | $3,653-65.9% | $4,762-73.8% |
| Participant deferral / active EE | $3,256 | $4,845-32.8% | $4,236-23.1% | $5,850-44.3% |
| Admin fee / account holder | $698 | $7,079-90.1% | $5,794-88.0% | $11,596-94.0% |