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 | $94,876 | $61,774+53.6% | $97,226-2.4% | $80,856+17.3% |
| Participation rate | 38.3% | 63.5%-25.2pp | 72.7%-34.4pp | 67.6%-29.3pp |
| Annual return | 13.43% | -557.90%+571.3pp | 75.13%-61.7pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,008 | $1,837-45.1% | $2,729-63.1% | $2,755-63.4% |
| Participant deferral / active EE | $2,288 | $3,029-24.4% | $4,264-46.3% | $4,296-46.7% |
| Admin fee / account holder | $1,149 | $5,166-77.8% | $5,654-79.7% | $6,918-83.4% |