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 | $81,655 | $96,635-15.5% | $86,612-5.7% | $139,434-41.4% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 17.82% | 106.41%-88.6pp | 591.07%-573.3pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,091 | $3,263-66.6% | $3,022-63.9% | $4,751-77.0% |
| Participant deferral / active EE | $5,050 | $4,836+4.4% | $4,438+13.8% | $6,710-24.7% |
| Admin fee / account holder | $354 | $6,408-94.5% | $5,614-93.7% | $11,403-96.9% |