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 | $89,569 | $52,406+70.9% | $129,207-30.7% | $74,495+20.2% |
| Participation rate | 17.4% | 53.8%-36.4pp | 69.6%-52.2pp | 67.2%-49.8pp |
| Annual return | 15.02% | 15.66%-0.6pp | 9417.33%-9402.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $535 | $1,531-65.0% | $4,153-87.1% | $2,623-79.6% |
| Participant deferral / active EE | $1,276 | $2,794-54.3% | $4,168-69.4% | $4,346-70.6% |
| Admin fee / account holder | $1,826 | $2,633-30.7% | $7,715-76.3% | $1,942-6.0% |