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 | $89,022 | $80,753+10.2% | $136,294-34.7% | $62,292+42.9% |
| Participation rate | 51.7% | 73.5%-21.8pp | 81.9%-30.2pp | 69.5%-17.8pp |
| Annual return | 21.71% | 35.83%-14.1pp | 5155.94%-5134.2pp | 28.90%-7.2pp |
| Employer contribution / active EE | $917 | $2,884-68.2% | $4,695-80.5% | $2,042-55.1% |
| Participant deferral / active EE | $4,051 | $5,164-21.5% | $6,247-35.1% | $3,169+27.8% |
| Admin fee / account holder | $1,296 | $525+146.8% | $9,243-86.0% | $479+170.5% |