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 | $92,249 | $110,502-16.5% | $80,716+14.3% | $167,490-44.9% |
| Participation rate | 50.0% | 64.0%-14.0pp | 54.2%-4.2pp | 82.1%-32.1pp |
| Annual return | 10.78% | 120.54%-109.8pp | 87.28%-76.5pp | 478.56%-467.8pp |
| Employer contribution / active EE | $621 | $1,543-59.7% | $1,160-46.4% | $4,837-87.2% |
| Participant deferral / active EE | $3,687 | $2,871+28.4% | $2,146+71.8% | $6,341-41.9% |
| Admin fee / account holder | $3,322 | $4,545-26.9% | $3,380-1.7% | $12,309-73.0% |