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 | $87,765 | $117,841-25.5% | $102,423-14.3% | $145,922-39.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 9.56% | 31.65%-22.1pp | 29.32%-19.8pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,333 | $3,615-63.1% | $3,023-55.9% | $4,660-71.4% |
| Participant deferral / active EE | $2,895 | $5,731-49.5% | $5,053-42.7% | $6,688-56.7% |
| Admin fee / account holder | $179,848 | $13,326+1249.6% | $9,451+1803.0% | $13,397+1242.5% |