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 | $90,764 | $117,841-23.0% | $102,423-11.4% | $145,922-37.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 19.42% | 31.65%-12.2pp | 29.32%-9.9pp | 561.29%-541.9pp |
| Employer contribution / active EE | $1,705 | $3,615-52.8% | $3,023-43.6% | $4,660-63.4% |
| Participant deferral / active EE | $1,959 | $5,731-65.8% | $5,053-61.2% | $6,688-70.7% |
| Admin fee / account holder | $44,349 | $13,326+232.8% | $9,451+369.3% | $13,397+231.0% |