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 | $98,365 | $52,224+88.4% | $88,946+10.6% | $102,872-4.4% |
| Participation rate | 3.7% | 40.8%-37.1pp | 68.8%-65.2pp | 73.0%-69.4pp |
| Annual return | 15.94% | 16.96%-1.0pp | 57.82%-41.9pp | 19.06%-3.1pp |
| Employer contribution / active EE | $189 | $1,241-84.8% | $2,555-92.6% | $3,526-94.6% |
| Participant deferral / active EE | $405 | $2,611-84.5% | $4,581-91.2% | $5,535-92.7% |
| Admin fee / account holder | $13,148 | $1,723+663.1% | $8,261+59.2% | $292+4399.4% |