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 8-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 | $91,277 | $118,680-23.1% | $98,907-7.7% | $158,922-42.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 10.70% | 372.35%-361.6pp | 196.43%-185.7pp | 302.83%-292.1pp |
| Employer contribution / active EE | $883 | $3,333-73.5% | $2,689-67.2% | $4,761-81.4% |
| Participant deferral / active EE | $1,586 | $5,088-68.8% | $4,244-62.6% | $5,982-73.5% |
| Admin fee / account holder | $40,133 | $10,131+296.1% | $6,642+504.3% | $11,246+256.9% |