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 | $82,096 | $89,753-8.5% | $107,525-23.6% | $84,808-3.2% |
| Participation rate | 52.6% | 68.1%-15.4pp | 75.1%-22.4pp | 68.3%-15.7pp |
| Annual return | 15.18% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $874 | $3,113-71.9% | $3,754-76.7% | $2,631-66.8% |
| Participant deferral / active EE | $3,556 | $4,056-12.3% | $5,116-30.5% | $4,212-15.6% |
| Admin fee / account holder | $26,021 | $7,222+260.3% | $8,919+191.8% | $7,344+254.3% |