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 | $86,163 | $93,571-7.9% | $135,903-36.6% | $75,163+14.6% |
| Participation rate | 32.8% | 75.2%-42.3pp | 81.9%-49.1pp | 67.2%-34.4pp |
| Annual return | 18.26% | 30.90%-12.6pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $893 | $3,537-74.7% | $4,856-81.6% | $2,670-66.5% |
| Participant deferral / active EE | $3,573 | $6,404-44.2% | $7,758-53.9% | $4,125-13.4% |
| Admin fee / account holder | $4,157 | $6,975-40.4% | $10,762-61.4% | $5,651-26.4% |