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 | $92,231 | $126,574-27.1% | $106,213-13.2% | $145,922-36.8% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 36.60% | 224.79%-188.2pp | 116.14%-79.5pp | 561.29%-524.7pp |
| Employer contribution / active EE | $2,123 | $3,730-43.1% | $3,171-33.0% | $4,660-54.4% |
| Participant deferral / active EE | $3,855 | $5,724-32.6% | $5,016-23.1% | $6,688-42.4% |
| Admin fee / account holder | $7,807 | $17,304-54.9% | $11,033-29.2% | $13,397-41.7% |