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 | $89,548 | $118,427-24.4% | $66,042+35.6% | $142,382-37.1% |
| Participation rate | 52.2% | 68.1%-15.9pp | 67.5%-15.3pp | 80.1%-27.9pp |
| Annual return | 16.67% | 35.57%-18.9pp | 52.11%-35.4pp | 217.08%-200.4pp |
| Employer contribution / active EE | $724 | $2,570-71.8% | $1,579-54.2% | $4,299-83.2% |
| Participant deferral / active EE | $3,079 | $4,311-28.6% | $2,835+8.6% | $6,507-52.7% |
| Admin fee / account holder | $990 | $9,593-89.7% | $5,747-82.8% | $12,624-92.2% |