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 | $91,425 | $63,346+44.3% | $92,233-0.9% | $70,131+30.4% |
| Participation rate | 56.5% | 68.7%-12.2pp | 76.5%-20.0pp | 69.5%-13.0pp |
| Annual return | 14.51% | 530.12%-515.6pp | 176.28%-161.8pp | 73.14%-58.6pp |
| Employer contribution / active EE | $755 | $2,471-69.5% | $3,679-79.5% | $2,342-67.8% |
| Participant deferral / active EE | $3,362 | $2,854+17.8% | $3,897-13.7% | $3,332+0.9% |
| Admin fee / account holder | $15,150 | $3,840+294.5% | $5,194+191.7% | $4,645+226.1% |