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 | $96,940 | $116,175-16.6% | $93,606+3.6% | $152,861-36.6% |
| Participation rate | 41.2% | 78.0%-36.9pp | 75.8%-34.7pp | 82.4%-41.3pp |
| Annual return | 23.18% | 35.96%-12.8pp | 32.76%-9.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $789 | $3,218-75.5% | $2,718-71.0% | $4,762-83.4% |
| Participant deferral / active EE | $1,868 | $4,603-59.4% | $4,069-54.1% | $5,850-68.1% |
| Admin fee / account holder | $744 | $10,748-93.1% | $7,888-90.6% | $11,596-93.6% |