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 | $91,230 | $98,750-7.6% | $149,696-39.1% | $79,858+14.2% |
| Participation rate | 58.6% | 75.8%-17.2pp | 82.5%-23.9pp | 69.6%-11.1pp |
| Annual return | 13.53% | 27.43%-13.9pp | 276.60%-263.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,173 | $3,216-63.5% | $4,644-74.7% | $2,471-52.5% |
| Participant deferral / active EE | $4,076 | $5,680-28.2% | $6,842-40.4% | $3,740+9.0% |
| Admin fee / account holder | $11,131 | $6,053+83.9% | $9,309+19.6% | $5,306+109.8% |