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 5-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 | $90,341 | $111,754-19.2% | $103,333-12.6% | $145,922-38.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 16.32% | 24.77%-8.4pp | 24.88%-8.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,760 | $4,212-58.2% | $3,868-54.5% | $4,660-62.2% |
| Participant deferral / active EE | $8,516 | $5,619+51.6% | $5,057+68.4% | $6,688+27.3% |
| Admin fee / account holder | $398 | $9,750-95.9% | $8,355-95.2% | $13,397-97.0% |