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 | $89,035 | $106,515-16.4% | $96,683-7.9% | $139,434-36.1% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 23.73% | 38.43%-14.7pp | 35.69%-12.0pp | 372.94%-349.2pp |
| Employer contribution / active EE | $1,645 | $4,103-59.9% | $3,737-56.0% | $4,751-65.4% |
| Participant deferral / active EE | $8,092 | $5,454+48.4% | $4,878+65.9% | $6,710+20.6% |
| Admin fee / account holder | $459 | $7,877-94.2% | $6,730-93.2% | $11,403-96.0% |