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 | $92,239 | $198,466-53.5% | $170,442-45.9% | $147,584-37.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 14.41% | 257.29%-242.9pp | 205.93%-191.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $3,120 | $6,184-49.5% | $5,433-42.6% | $4,876-36.0% |
| Participant deferral / active EE | $9,103 | $5,629+61.7% | $4,939+84.3% | $5,439+67.4% |
| Admin fee / account holder | $813 | $16,852-95.2% | $13,880-94.1% | $10,885-92.5% |