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 | $94,497 | $176,377-46.4% | $134,143-29.6% | $158,922-40.5% |
| Participation rate | 62.5% | 78.7%-16.2pp | 72.2%-9.7pp | 82.0%-19.5pp |
| Annual return | 3.22% | 63.63%-60.4pp | 36.33%-33.1pp | 302.83%-299.6pp |
| Employer contribution / active EE | $786 | $5,040-84.4% | $3,704-78.8% | $4,761-83.5% |
| Participant deferral / active EE | $1,174 | $4,091-71.3% | $3,499-66.4% | $5,982-80.4% |
| Admin fee / account holder | $16,696 | $8,718+91.5% | $6,684+149.8% | $11,246+48.5% |