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 | $86,073 | $104,907-18.0% | $84,611+1.7% | $152,861-43.7% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 15.19% | 373.79%-358.6pp | 258.74%-243.6pp | 345.32%-330.1pp |
| Employer contribution / active EE | $577 | $3,302-82.5% | $2,652-78.3% | $4,762-87.9% |
| Participant deferral / active EE | $3,206 | $4,688-31.6% | $3,899-17.8% | $5,850-45.2% |
| Admin fee / account holder | $955 | $6,241-84.7% | $4,912-80.6% | $11,596-91.8% |