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 | $80,235 | $88,083-8.9% | $164,813-51.3% | $74,495+7.7% |
| Participation rate | 49.7% | 73.0%-23.3pp | 78.6%-28.9pp | 67.2%-17.5pp |
| Annual return | 18.10% | 17.26%+0.8pp | 69.93%-51.8pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $1,059 | $2,593-59.1% | $4,341-75.6% | $2,623-59.6% |
| Participant deferral / active EE | $3,087 | $4,498-31.4% | $6,031-48.8% | $4,346-29.0% |
| Admin fee / account holder | $2,435 | $2,234+9.0% | $12,690-80.8% | $1,942+25.4% |