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 | $99,131 | $202,432-51.0% | $169,368-41.5% | $139,434-28.9% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 10.91% | 531.74%-520.8pp | 405.60%-394.7pp | 372.94%-362.0pp |
| Employer contribution / active EE | $584 | $4,692-87.6% | $4,013-85.5% | $4,751-87.7% |
| Participant deferral / active EE | $2,581 | $6,938-62.8% | $6,221-58.5% | $6,710-61.5% |
| Admin fee / account holder | $6,450 | $10,708-39.8% | $9,003-28.4% | $11,403-43.4% |