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 | $92,699 | $102,966-10.0% | $90,281+2.7% | $152,861-39.4% |
| Participation rate | 28.6% | 75.9%-47.3pp | 73.3%-44.7pp | 82.4%-53.9pp |
| Annual return | 14.62% | 95.16%-80.5pp | 78.10%-63.5pp | 345.32%-330.7pp |
| Employer contribution / active EE | $259 | $3,139-91.7% | $2,854-90.9% | $4,762-94.6% |
| Participant deferral / active EE | $1,363 | $4,281-68.2% | $3,885-64.9% | $5,850-76.7% |
| Admin fee / account holder | $467 | $6,171-92.4% | $5,351-91.3% | $11,596-96.0% |