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 | $77,248 | $70,669+9.3% | $169,368-54.4% | $75,163+2.8% |
| Participation rate | 41.9% | 64.8%-22.9pp | 77.1%-35.2pp | 67.2%-25.3pp |
| Annual return | 16.13% | 36.36%-20.2pp | 405.60%-389.5pp | 160.62%-144.5pp |
| Employer contribution / active EE | $818 | $2,211-63.0% | $4,013-79.6% | $2,670-69.4% |
| Participant deferral / active EE | $1,478 | $4,311-65.7% | $6,221-76.2% | $4,125-64.2% |
| Admin fee / account holder | $15,549 | $5,402+187.8% | $9,003+72.7% | $5,651+175.2% |