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 | $92,610 | $118,919-22.1% | $88,538+4.6% | $152,861-39.4% |
| Participation rate | 47.6% | 73.4%-25.8pp | 68.7%-21.1pp | 82.4%-34.8pp |
| Annual return | 23.69% | 47.92%-24.2pp | 43.64%-20.0pp | 345.32%-321.6pp |
| Employer contribution / active EE | $897 | $2,669-66.4% | $2,098-57.2% | $4,762-81.2% |
| Participant deferral / active EE | $3,966 | $3,549+11.8% | $2,914+36.1% | $5,850-32.2% |
| Admin fee / account holder | $2,719 | $5,876-53.7% | $4,310-36.9% | $11,596-76.6% |