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 | $88,531 | $111,724-20.8% | $93,606-5.4% | $145,922-39.3% |
| Participation rate | 47.1% | 74.2%-27.1pp | 68.7%-21.7pp | 80.3%-33.2pp |
| Annual return | 10.46% | 202.98%-192.5pp | 133.20%-122.7pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,801 | $3,090-41.7% | $2,420-25.6% | $4,660-61.3% |
| Participant deferral / active EE | $2,171 | $4,912-55.8% | $4,411-50.8% | $6,688-67.5% |
| Admin fee / account holder | $4,026 | $10,250-60.7% | $8,285-51.4% | $13,397-70.0% |