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 | $89,435 | $78,672+13.7% | $109,143-18.1% | $85,850+4.2% |
| Participation rate | 44.1% | 68.3%-24.2pp | 75.9%-31.8pp | 69.3%-25.2pp |
| Annual return | 11.82% | 25.09%-13.3pp | 25.75%-13.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $688 | $2,735-74.9% | $3,722-81.5% | $2,565-73.2% |
| Participant deferral / active EE | $2,416 | $3,467-30.3% | $4,653-48.1% | $3,952-38.9% |
| Admin fee / account holder | $1,872 | $5,469-65.8% | $6,752-72.3% | $6,260-70.1% |