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 | $79,545 | $84,696-6.1% | $75,696+5.1% | $167,490-52.5% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.8%-14.8pp | 82.1%-22.1pp |
| Annual return | 9.60% | 199.36%-189.8pp | 104.53%-94.9pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,045 | $3,230-67.7% | $2,743-61.9% | $4,837-78.4% |
| Participant deferral / active EE | $3,742 | $4,580-18.3% | $3,821-2.1% | $6,341-41.0% |
| Admin fee / account holder | $30,585 | $5,355+471.1% | $3,619+745.1% | $12,309+148.5% |