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 | $88,454 | $85,766+3.1% | $136,294-35.1% | $70,131+26.1% |
| Participation rate | 40.2% | 74.2%-33.9pp | 81.9%-41.7pp | 69.5%-29.3pp |
| Annual return | 15.23% | 31.45%-16.2pp | 5155.94%-5140.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,500 | $2,966-49.4% | $4,695-68.1% | $2,342-36.0% |
| Participant deferral / active EE | $3,316 | $5,051-34.4% | $6,247-46.9% | $3,332-0.5% |
| Admin fee / account holder | $4,474 | $5,420-17.5% | $9,243-51.6% | $4,645-3.7% |