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 | $85,411 | $108,172-21.0% | $77,482+10.2% | $158,922-46.3% |
| Participation rate | 28.6% | 64.4%-35.9pp | 54.2%-25.6pp | 82.0%-53.4pp |
| Annual return | 8.55% | 31.67%-23.1pp | 54.79%-46.2pp | 302.83%-294.3pp |
| Employer contribution / active EE | $593 | $1,325-55.2% | $986-39.9% | $4,761-87.5% |
| Participant deferral / active EE | $2,029 | $2,456-17.4% | $1,861+9.0% | $5,982-66.1% |
| Admin fee / account holder | $999 | $3,708-73.1% | $2,858-65.1% | $11,246-91.1% |