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 | $74,262 | $39,019+90.3% | $80,716-8.0% | $85,850-13.5% |
| Participation rate | 16.7% | 41.5%-24.9pp | 54.2%-37.5pp | 69.3%-52.6pp |
| Annual return | 12.16% | 26.27%-14.1pp | 87.28%-75.1pp | 318.53%-306.4pp |
| Employer contribution / active EE | $248 | $722-65.6% | $1,160-78.6% | $2,565-90.3% |
| Participant deferral / active EE | $534 | $1,326-59.7% | $2,146-75.1% | $3,952-86.5% |
| Admin fee / account holder | $3,874 | $2,431+59.4% | $3,380+14.6% | $6,260-38.1% |