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 | $92,962 | $50,082+85.6% | $93,406-0.5% | $79,858+16.4% |
| Participation rate | 43.3% | 60.9%-17.6pp | 66.8%-23.5pp | 69.6%-26.3pp |
| Annual return | 13.26% | 24.59%-11.3pp | 78.05%-64.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $289 | $1,303-77.9% | $2,075-86.1% | $2,471-88.3% |
| Participant deferral / active EE | $1,568 | $2,212-29.1% | $3,126-49.8% | $3,740-58.1% |
| Admin fee / account holder | $3,088 | $3,454-10.6% | $5,230-41.0% | $5,306-41.8% |