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 | $80,581 | $63,346+27.2% | $92,233-12.6% | $70,131+14.9% |
| Participation rate | 37.8% | 68.7%-30.8pp | 76.5%-38.6pp | 69.5%-31.7pp |
| Annual return | 17.13% | 530.12%-513.0pp | 176.28%-159.1pp | 73.14%-56.0pp |
| Employer contribution / active EE | $534 | $2,471-78.4% | $3,679-85.5% | $2,342-77.2% |
| Participant deferral / active EE | $1,448 | $2,854-49.2% | $3,897-62.8% | $3,332-56.5% |
| Admin fee / account holder | $8,693 | $3,840+126.4% | $5,194+67.4% | $4,645+87.1% |