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 | $96,970 | $106,890-9.3% | $84,015+15.4% | $152,861-36.6% |
| Participation rate | 43.8% | 75.2%-31.5pp | 69.0%-25.3pp | 82.4%-38.7pp |
| Annual return | 18.00% | 104.99%-87.0pp | 71.31%-53.3pp | 345.32%-327.3pp |
| Employer contribution / active EE | $788 | $2,734-71.2% | $1,983-60.3% | $4,762-83.5% |
| Participant deferral / active EE | $1,544 | $4,011-61.5% | $3,239-52.3% | $5,850-73.6% |
| Admin fee / account holder | $13,407 | $8,285+61.8% | $6,101+119.8% | $11,596+15.6% |