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 | $89,566 | $105,181-14.8% | $159,436-43.8% | $85,850+4.3% |
| Participation rate | 61.9% | 75.8%-13.9pp | 82.8%-20.9pp | 69.3%-7.4pp |
| Annual return | 13.97% | 45.07%-31.1pp | 263.57%-249.6pp | 318.53%-304.6pp |
| Employer contribution / active EE | $744 | $3,318-77.6% | $4,829-84.6% | $2,565-71.0% |
| Participant deferral / active EE | $7,444 | $5,945+25.2% | $7,352+1.3% | $3,952+88.4% |
| Admin fee / account holder | $3,006 | $6,933-56.6% | $10,799-72.2% | $6,260-52.0% |