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 | $76,968 | $80,724-4.7% | $103,333-25.5% | $74,495+3.3% |
| Participation rate | 53.3% | 65.7%-12.3pp | 74.5%-21.2pp | 67.2%-13.9pp |
| Annual return | 17.01% | 27.56%-10.5pp | 24.88%-7.9pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $1,297 | $3,157-58.9% | $3,868-66.5% | $2,623-50.6% |
| Participant deferral / active EE | $3,079 | $3,860-20.2% | $5,057-39.1% | $4,346-29.2% |
| Admin fee / account holder | $878 | $2,368-62.9% | $8,355-89.5% | $1,942-54.8% |