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 | $81,313 | $77,899+4.4% | $149,673-45.7% | $75,163+8.2% |
| Participation rate | 24.7% | 65.6%-40.9pp | 78.8%-54.0pp | 67.2%-42.5pp |
| Annual return | 16.18% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $670 | $3,137-78.6% | $4,818-86.1% | $2,670-74.9% |
| Participant deferral / active EE | $2,864 | $3,411-16.0% | $5,680-49.6% | $4,125-30.6% |
| Admin fee / account holder | $1,470 | $5,956-75.3% | $13,210-88.9% | $5,651-74.0% |