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 | $91,083 | $48,046+89.6% | $84,611+7.7% | $72,985+24.8% |
| Participation rate | 16.1% | 57.6%-41.5pp | 68.2%-52.1pp | 69.5%-53.4pp |
| Annual return | 21.55% | 37.38%-15.8pp | 258.74%-237.2pp | 81.00%-59.5pp |
| Employer contribution / active EE | $441 | $1,602-72.5% | $2,652-83.4% | $2,440-81.9% |
| Participant deferral / active EE | $1,376 | $2,680-48.7% | $3,899-64.7% | $3,607-61.9% |
| Admin fee / account holder | $1,010 | $3,395-70.2% | $4,912-79.4% | $5,124-80.3% |