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 5-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 | $85,238 | $77,314+10.2% | $177,989-52.1% | $80,856+5.4% |
| Participation rate | 34.6% | 65.7%-31.1pp | 77.1%-42.5pp | 67.6%-33.0pp |
| Annual return | 24.53% | 18.09%+6.4pp | 294.48%-270.0pp | 35.59%-11.1pp |
| Employer contribution / active EE | $934 | $2,292-59.2% | $3,949-76.3% | $2,755-66.1% |
| Participant deferral / active EE | $2,393 | $4,411-45.8% | $6,276-61.9% | $4,296-44.3% |
| Admin fee / account holder | $699 | $7,191-90.3% | $10,363-93.3% | $6,918-89.9% |