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 | $86,253 | $99,652-13.4% | $78,778+9.5% | $147,584-41.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 10.35% | 47.28%-36.9pp | 35.62%-25.3pp | 578.55%-568.2pp |
| Employer contribution / active EE | $840 | $2,796-70.0% | $1,986-57.7% | $4,876-82.8% |
| Participant deferral / active EE | $1,039 | $3,664-71.6% | $2,958-64.9% | $5,439-80.9% |
| Admin fee / account holder | $2,423 | $7,155-66.1% | $5,134-52.8% | $10,885-77.7% |