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 | $96,902 | $52,224+85.6% | $88,946+8.9% | $102,872-5.8% |
| Participation rate | 6.8% | 40.8%-33.9pp | 68.8%-62.0pp | 73.0%-66.2pp |
| Annual return | 16.50% | 16.96%-0.5pp | 57.82%-41.3pp | 19.06%-2.6pp |
| Employer contribution / active EE | $218 | $1,241-82.4% | $2,555-91.5% | $3,526-93.8% |
| Participant deferral / active EE | $443 | $2,611-83.0% | $4,581-90.3% | $5,535-92.0% |
| Admin fee / account holder | $2,501 | $1,723+45.2% | $8,261-69.7% | $292+756.0% |