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 | $84,726 | $66,402+27.6% | $109,895-22.9% | $85,850-1.3% |
| Participation rate | 64.6% | 63.9%+0.7pp | 74.2%-9.6pp | 69.3%-4.7pp |
| Annual return | 12.03% | 19.59%-7.6pp | 29.45%-17.4pp | 318.53%-306.5pp |
| Employer contribution / active EE | $668 | $1,687-60.4% | $2,842-76.5% | $2,565-73.9% |
| Participant deferral / active EE | $2,633 | $2,842-7.4% | $4,048-34.9% | $3,952-33.4% |
| Admin fee / account holder | $6,806 | $4,557+49.3% | $6,066+12.2% | $6,260+8.7% |