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 | $94,564 | $185,200-48.9% | $142,863-33.8% | $167,490-43.5% |
| Participation rate | 65.0% | 78.4%-13.4pp | 71.9%-6.9pp | 82.1%-17.1pp |
| Annual return | 12.09% | 8555.70%-8543.6pp | 5637.54%-5625.5pp | 478.56%-466.5pp |
| Employer contribution / active EE | $992 | $5,604-82.3% | $4,144-76.1% | $4,837-79.5% |
| Participant deferral / active EE | $2,870 | $4,494-36.1% | $3,837-25.2% | $6,341-54.7% |
| Admin fee / account holder | $25,399 | $8,031+216.3% | $6,560+287.2% | $12,309+106.3% |