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 | $88,783 | $85,202+4.2% | $172,739-48.6% | $72,985+21.6% |
| Participation rate | 57.8% | 70.1%-12.2pp | 82.6%-24.8pp | 69.5%-11.7pp |
| Annual return | 22.07% | 27.32%-5.3pp | 802.84%-780.8pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,139 | $3,324-65.7% | $5,143-77.8% | $2,440-53.3% |
| Participant deferral / active EE | $2,435 | $3,260-25.3% | $5,198-53.2% | $3,607-32.5% |
| Admin fee / account holder | $3,536 | $5,884-39.9% | $13,954-74.7% | $5,124-31.0% |