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 | $88,668 | $71,050+24.8% | $93,606-5.3% | $80,856+9.7% |
| Participation rate | 44.2% | 60.4%-16.2pp | 68.7%-24.5pp | 67.6%-23.5pp |
| Annual return | 15.51% | 11.26%+4.3pp | 133.20%-117.7pp | 35.59%-20.1pp |
| Employer contribution / active EE | $467 | $1,564-70.1% | $2,420-80.7% | $2,755-83.0% |
| Participant deferral / active EE | $2,408 | $4,034-40.3% | $4,411-45.4% | $4,296-43.9% |
| Admin fee / account holder | $3,878 | $6,945-44.2% | $8,285-53.2% | $6,918-43.9% |