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 | $93,518 | $71,050+31.6% | $93,606-0.1% | $80,856+15.7% |
| Participation rate | 54.8% | 60.4%-5.6pp | 68.7%-13.9pp | 67.6%-12.8pp |
| Annual return | 14.17% | 11.26%+2.9pp | 133.20%-119.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $734 | $1,564-53.0% | $2,420-69.7% | $2,755-73.3% |
| Participant deferral / active EE | $2,613 | $4,034-35.2% | $4,411-40.8% | $4,296-39.2% |
| Admin fee / account holder | $1,772 | $6,945-74.5% | $8,285-78.6% | $6,918-74.4% |