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 | $96,425 | $57,354+68.1% | $83,848+15.0% | $64,186+50.2% |
| Participation rate | 59.7% | 68.6%-8.9pp | 76.1%-16.5pp | 69.6%-9.9pp |
| Annual return | -6.98% | 11.38%-18.4pp | 850.88%-857.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $814 | $2,545-68.0% | $3,631-77.6% | $2,381-65.8% |
| Participant deferral / active EE | $3,257 | $2,993+8.8% | $4,082-20.2% | $3,470-6.1% |
| Admin fee / account holder | $1,685 | $4,046-58.4% | $5,478-69.2% | $4,888-65.5% |