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 | $85,260 | $77,899+9.4% | $149,673-43.0% | $75,163+13.4% |
| Participation rate | 33.8% | 65.6%-31.8pp | 78.8%-45.0pp | 67.2%-33.4pp |
| Annual return | 15.78% | 31.72%-15.9pp | 134.42%-118.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $610 | $3,137-80.6% | $4,818-87.3% | $2,670-77.2% |
| Participant deferral / active EE | $1,502 | $3,411-56.0% | $5,680-73.6% | $4,125-63.6% |
| Admin fee / account holder | $3,424 | $5,956-42.5% | $13,210-74.1% | $5,651-39.4% |