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 | $93,158 | $99,032-5.9% | $80,019+16.4% | $135,375-31.2% |
| Participation rate | 45.5% | 78.4%-32.9pp | 75.8%-30.4pp | 82.6%-37.2pp |
| Annual return | 18.55% | 15.39%+3.2pp | 11.22%+7.3pp | 519.73%-501.2pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,182 | $4,282-49.0% | $3,686-40.8% | $5,609-61.1% |
| Admin fee / account holder | $910 | $10,436-91.3% | $6,521-86.0% | $10,827-91.6% |