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 | $88,238 | $77,314+14.1% | $177,989-50.4% | $80,856+9.1% |
| Participation rate | 56.7% | 65.7%-9.0pp | 77.1%-20.4pp | 67.6%-10.9pp |
| Annual return | 15.03% | 18.09%-3.1pp | 294.48%-279.5pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,049 | $2,292-54.2% | $3,949-73.4% | $2,755-61.9% |
| Participant deferral / active EE | $4,700 | $4,411+6.6% | $6,276-25.1% | $4,296+9.4% |
| Admin fee / account holder | $10,847 | $7,191+50.8% | $10,363+4.7% | $6,918+56.8% |