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 | $85,674 | $43,133+98.6% | $89,391-4.2% | $73,488+16.6% |
| Participation rate | 30.1% | 55.0%-24.9pp | 68.0%-37.9pp | 70.7%-40.6pp |
| Annual return | 14.24% | 135.66%-121.4pp | 245.62%-231.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $708 | $1,438-50.8% | $2,586-72.6% | $2,270-68.8% |
| Participant deferral / active EE | $1,007 | $2,445-58.8% | $3,890-74.1% | $3,740-73.1% |
| Admin fee / account holder | $2,676 | $444+503.1% | $4,881-45.2% | $513+421.6% |