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 | $91,574 | $95,561-4.2% | $77,163+18.7% | $139,434-34.3% |
| Participation rate | 38.5% | 73.9%-35.5pp | 69.6%-31.1pp | 80.3%-41.9pp |
| Annual return | 18.13% | 54.92%-36.8pp | 37.87%-19.7pp | 372.94%-354.8pp |
| Employer contribution / active EE | $627 | $3,147-80.1% | $2,535-75.3% | $4,751-86.8% |
| Participant deferral / active EE | $3,594 | $4,624-22.3% | $3,833-6.2% | $6,710-46.4% |
| Admin fee / account holder | $833 | $8,295-90.0% | $5,472-84.8% | $11,403-92.7% |