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 | $65,007 | $56,629+14.8% | $77,999-16.7% | $55,167+17.8% |
| Participation rate | 45.1% | 73.3%-28.2pp | 75.5%-30.4pp | 69.0%-23.9pp |
| Annual return | 6.19% | 2866.98%-2860.8pp | 425.96%-419.8pp | 169.23%-163.0pp |
| Employer contribution / active EE | $427 | $1,723-75.2% | $2,470-82.7% | $1,963-78.2% |
| Participant deferral / active EE | $2,765 | $2,777-0.4% | $3,497-20.9% | $3,054-9.5% |
| Admin fee / account holder | $6,580 | $467+1310.5% | $5,480+20.1% | $504+1205.9% |