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 | $95,279 | $81,208+17.3% | $98,907-3.7% | $79,858+19.3% |
| Participation rate | 57.1% | 72.5%-15.4pp | 76.0%-18.9pp | 69.6%-12.5pp |
| Annual return | 21.66% | 60.99%-39.3pp | 196.43%-174.8pp | 31.71%-10.1pp |
| Employer contribution / active EE | $647 | $1,960-67.0% | $2,689-75.9% | $2,471-73.8% |
| Participant deferral / active EE | $2,620 | $3,265-19.8% | $4,244-38.3% | $3,740-29.9% |
| Admin fee / account holder | $8,000 | $6,013+33.1% | $6,642+20.5% | $5,306+50.8% |