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 | $93,054 | $58,828+58.2% | $77,999+19.3% | $62,891+48.0% |
| Participation rate | 56.3% | 71.1%-14.8pp | 75.5%-19.3pp | 69.3%-13.1pp |
| Annual return | 10.20% | 17.16%-7.0pp | 425.96%-415.8pp | 20.14%-9.9pp |
| Employer contribution / active EE | $843 | $1,672-49.6% | $2,470-65.9% | $2,281-63.0% |
| Participant deferral / active EE | $3,012 | $2,686+12.2% | $3,497-13.9% | $3,203-6.0% |
| Admin fee / account holder | $668 | $4,393-84.8% | $5,480-87.8% | $4,296-84.5% |