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 | $101,937 | $121,625-16.2% | $104,607-2.6% | $158,922-35.9% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 11.34% | 465.26%-453.9pp | 340.46%-329.1pp | 302.83%-291.5pp |
| Employer contribution / active EE | $440 | $3,163-86.1% | $2,681-83.6% | $4,761-90.8% |
| Participant deferral / active EE | $1,532 | $4,177-63.3% | $3,740-59.0% | $5,982-74.4% |
| Admin fee / account holder | $26,039 | $7,787+234.4% | $6,473+302.3% | $11,246+131.5% |