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 | $83,313 | $61,774+34.9% | $97,226-14.3% | $80,856+3.0% |
| Participation rate | 48.2% | 63.5%-15.3pp | 72.7%-24.5pp | 67.6%-19.4pp |
| Annual return | 15.16% | -557.90%+573.1pp | 75.13%-60.0pp | 35.59%-20.4pp |
| Employer contribution / active EE | $631 | $1,837-65.7% | $2,729-76.9% | $2,755-77.1% |
| Participant deferral / active EE | $3,372 | $3,029+11.3% | $4,264-20.9% | $4,296-21.5% |
| Admin fee / account holder | $2,810 | $5,166-45.6% | $5,654-50.3% | $6,918-59.4% |