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 | $88,561 | $65,409+35.4% | $98,442-10.0% | $85,850+3.2% |
| Participation rate | 41.3% | 65.0%-23.7pp | 73.3%-32.0pp | 69.3%-28.0pp |
| Annual return | 12.49% | 21.76%-9.3pp | 1492.73%-1480.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,290 | $2,168-40.5% | $2,960-56.4% | $2,565-49.7% |
| Participant deferral / active EE | $2,618 | $3,166-17.3% | $4,276-38.8% | $3,952-33.8% |
| Admin fee / account holder | $1,347 | $4,593-70.7% | $5,949-77.4% | $6,260-78.5% |