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 | $89,927 | $98,750-8.9% | $149,696-39.9% | $79,858+12.6% |
| Participation rate | 57.9% | 75.8%-17.9pp | 82.5%-24.6pp | 69.6%-11.7pp |
| Annual return | 17.97% | 27.43%-9.5pp | 276.60%-258.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,754 | $3,216-45.5% | $4,644-62.2% | $2,471-29.0% |
| Participant deferral / active EE | $3,968 | $5,680-30.1% | $6,842-42.0% | $3,740+6.1% |
| Admin fee / account holder | $1,628 | $6,053-73.1% | $9,309-82.5% | $5,306-69.3% |