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 | $82,478 | $70,669+16.7% | $169,368-51.3% | $75,163+9.7% |
| Participation rate | 55.8% | 64.8%-8.9pp | 77.1%-21.3pp | 67.2%-11.3pp |
| Annual return | 24.33% | 36.36%-12.0pp | 405.60%-381.3pp | 160.62%-136.3pp |
| Employer contribution / active EE | $751 | $2,211-66.0% | $4,013-81.3% | $2,670-71.9% |
| Participant deferral / active EE | $3,955 | $4,311-8.3% | $6,221-36.4% | $4,125-4.1% |
| Admin fee / account holder | $2,084 | $5,402-61.4% | $9,003-76.9% | $5,651-63.1% |