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 | $89,957 | $61,272+46.8% | $149,673-39.9% | $71,457+25.9% |
| Participation rate | 46.2% | 62.5%-16.4pp | 78.8%-32.6pp | 67.9%-21.8pp |
| Annual return | 14.48% | 35.85%-21.4pp | 134.42%-119.9pp | 28.85%-14.4pp |
| Employer contribution / active EE | $769 | $2,378-67.7% | $4,818-84.0% | $2,588-70.3% |
| Participant deferral / active EE | $3,218 | $2,917+10.3% | $5,680-43.4% | $4,289-25.0% |
| Admin fee / account holder | $4,224 | $1,261+234.9% | $13,210-68.0% | $1,587+166.1% |