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 | $99,756 | $117,983-15.4% | $101,794-2.0% | $142,382-29.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 10.47% | 36.92%-26.5pp | 30.53%-20.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $900 | $2,773-67.5% | $2,289-60.7% | $4,299-79.1% |
| Participant deferral / active EE | $9,000 | $4,714+90.9% | $4,084+120.4% | $6,507+38.3% |
| Admin fee / account holder | $1,337 | $10,433-87.2% | $8,777-84.8% | $12,624-89.4% |