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 | $107,802 | $80,724+33.5% | $103,333+4.3% | $74,495+44.7% |
| Participation rate | 17.3% | 65.7%-48.4pp | 74.5%-57.2pp | 67.2%-49.9pp |
| Annual return | 15.49% | 27.56%-12.1pp | 24.88%-9.4pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $857 | $3,157-72.8% | $3,868-77.8% | $2,623-67.3% |
| Participant deferral / active EE | $2,081 | $3,860-46.1% | $5,057-58.9% | $4,346-52.1% |
| Admin fee / account holder | $3,925 | $2,368+65.7% | $8,355-53.0% | $1,942+102.1% |