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 8-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 | $86,362 | $70,908+21.8% | $98,907-12.7% | $73,488+17.5% |
| Participation rate | 53.9% | 73.8%-19.8pp | 76.0%-22.1pp | 70.7%-16.8pp |
| Annual return | 21.34% | 34.17%-12.8pp | 196.43%-175.1pp | 28.51%-7.2pp |
| Employer contribution / active EE | $580 | $2,036-71.5% | $2,689-78.4% | $2,270-74.4% |
| Participant deferral / active EE | $2,289 | $3,500-34.6% | $4,244-46.1% | $3,740-38.8% |
| Admin fee / account holder | $5,357 | $535+901.5% | $6,642-19.3% | $513+944.1% |