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 | $91,085 | $77,314+17.8% | $177,989-48.8% | $80,856+12.6% |
| Participation rate | 32.4% | 65.7%-33.3pp | 77.1%-44.7pp | 67.6%-35.2pp |
| Annual return | 13.10% | 18.09%-5.0pp | 294.48%-281.4pp | 35.59%-22.5pp |
| Employer contribution / active EE | $793 | $2,292-65.4% | $3,949-79.9% | $2,755-71.2% |
| Participant deferral / active EE | $1,457 | $4,411-67.0% | $6,276-76.8% | $4,296-66.1% |
| Admin fee / account holder | $2,980 | $7,191-58.6% | $10,363-71.2% | $6,918-56.9% |