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 | $81,479 | $70,428+15.7% | $96,562-15.6% | $85,850-5.1% |
| Participation rate | 41.5% | 61.8%-20.3pp | 69.8%-28.4pp | 69.3%-27.9pp |
| Annual return | 13.17% | 18.59%-5.4pp | 37.78%-24.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $310 | $1,413-78.0% | $2,356-86.8% | $2,565-87.9% |
| Participant deferral / active EE | $4,227 | $2,894+46.1% | $3,849+9.8% | $3,952+7.0% |
| Admin fee / account holder | $8,252 | $4,997+65.1% | $6,181+33.5% | $6,260+31.8% |