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 | $78,794 | $61,272+28.6% | $149,673-47.4% | $71,457+10.3% |
| Participation rate | 43.6% | 62.5%-18.9pp | 78.8%-35.2pp | 67.9%-24.4pp |
| Annual return | 16.07% | 35.85%-19.8pp | 134.42%-118.3pp | 28.85%-12.8pp |
| Employer contribution / active EE | $984 | $2,378-58.6% | $4,818-79.6% | $2,588-62.0% |
| Participant deferral / active EE | $3,297 | $2,917+13.0% | $5,680-42.0% | $4,289-23.1% |
| Admin fee / account holder | $3,614 | $1,261+186.5% | $13,210-72.6% | $1,587+127.7% |