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 | $99,644 | $80,717+23.4% | $154,803-35.6% | $84,808+17.5% |
| Participation rate | 16.3% | 66.8%-50.5pp | 78.1%-61.7pp | 68.3%-52.0pp |
| Annual return | 15.89% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $584 | $2,761-78.8% | $4,305-86.4% | $2,631-77.8% |
| Participant deferral / active EE | $976 | $3,303-70.5% | $5,540-82.4% | $4,212-76.8% |
| Admin fee / account holder | $830 | $6,746-87.7% | $14,329-94.2% | $7,344-88.7% |