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 | $126,076 | $48,795+158.4% | $65,493+92.5% | $84,808+48.7% |
| Participation rate | 53.5% | 67.0%-13.5pp | 73.1%-19.6pp | 68.3%-14.8pp |
| Annual return | 12.58% | 20.20%-7.6pp | 982.45%-969.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,578 | $1,930-18.2% | $2,574-38.7% | $2,631-40.0% |
| Participant deferral / active EE | $3,456 | $2,928+18.0% | $3,961-12.7% | $4,212-17.9% |
| Admin fee / account holder | $6,555 | $3,877+69.1% | $5,028+30.4% | $7,344-10.7% |