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 | $89,749 | $78,422+14.4% | $95,952-6.5% | $79,858+12.4% |
| Participation rate | 61.0% | 73.5%-12.5pp | 77.1%-16.1pp | 69.6%-8.7pp |
| Annual return | 14.17% | 19.37%-5.2pp | 91.61%-77.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $665 | $1,945-65.8% | $2,541-73.8% | $2,471-73.1% |
| Participant deferral / active EE | $1,608 | $3,440-53.2% | $4,167-61.4% | $3,740-57.0% |
| Admin fee / account holder | $11,350 | $5,622+101.9% | $6,795+67.0% | $5,306+113.9% |