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 | $91,044 | $112,881-19.3% | $90,951+0.1% | $158,922-42.7% |
| Participation rate | 27.8% | 74.7%-47.0pp | 69.0%-41.2pp | 82.0%-54.2pp |
| Annual return | 15.07% | 215.79%-200.7pp | 134.60%-119.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $404 | $2,893-86.1% | $2,122-81.0% | $4,761-91.5% |
| Participant deferral / active EE | $1,666 | $4,128-59.6% | $3,373-50.6% | $5,982-72.2% |
| Admin fee / account holder | $13,987 | $8,041+74.0% | $5,959+134.7% | $11,246+24.4% |