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 | $92,145 | $39,019+136.2% | $80,716+14.2% | $85,850+7.3% |
| Participation rate | 24.0% | 41.5%-17.5pp | 54.2%-30.2pp | 69.3%-45.3pp |
| Annual return | 17.19% | 26.27%-9.1pp | 87.28%-70.1pp | 318.53%-301.3pp |
| Employer contribution / active EE | $93 | $722-87.1% | $1,160-92.0% | $2,565-96.4% |
| Participant deferral / active EE | $929 | $1,326-29.9% | $2,146-56.7% | $3,952-76.5% |
| Admin fee / account holder | $10,178 | $2,431+318.7% | $3,380+201.1% | $6,260+62.6% |