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 | $84,626 | $80,724+4.8% | $103,333-18.1% | $74,495+13.6% |
| Participation rate | 34.6% | 65.7%-31.1pp | 74.5%-39.9pp | 67.2%-32.6pp |
| Annual return | 15.19% | 27.56%-12.4pp | 24.88%-9.7pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,015 | $3,157-67.9% | $3,868-73.8% | $2,623-61.3% |
| Participant deferral / active EE | $2,977 | $3,860-22.9% | $5,057-41.1% | $4,346-31.5% |
| Admin fee / account holder | $2,974 | $2,368+25.6% | $8,355-64.4% | $1,942+53.2% |