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 | $98,906 | $56,484+75.1% | $169,463-41.6% | $64,186+54.1% |
| Participation rate | 16.0% | 64.5%-48.5pp | 77.8%-61.8pp | 69.6%-53.6pp |
| Annual return | 69.79% | -1.55%+71.3pp | 1.83%+68.0pp | 7.63%+62.2pp |
| Employer contribution / active EE | $493 | $1,832-73.1% | $4,159-88.2% | $2,381-79.3% |
| Participant deferral / active EE | $1,520 | $3,448-55.9% | $5,277-71.2% | $3,470-56.2% |
| Admin fee / account holder | $3,387 | $4,174-18.9% | $9,109-62.8% | $4,888-30.7% |