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 | $71,002 | $48,046+47.8% | $84,611-16.1% | $72,985-2.7% |
| Participation rate | 28.8% | 57.6%-28.8pp | 68.2%-39.4pp | 69.5%-40.7pp |
| Annual return | 32.98% | 37.38%-4.4pp | 258.74%-225.8pp | 81.00%-48.0pp |
| Employer contribution / active EE | $859 | $1,602-46.3% | $2,652-67.6% | $2,440-64.8% |
| Participant deferral / active EE | $1,889 | $2,680-29.5% | $3,899-51.6% | $3,607-47.6% |
| Admin fee / account holder | $737 | $3,395-78.3% | $4,912-85.0% | $5,124-85.6% |