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 | $106,445 | $31,310+240.0% | $53,898+97.5% | $74,304+43.3% |
| Participation rate | 20.2% | 30.7%-10.5pp | 55.0%-34.8pp | 60.3%-40.2pp |
| Annual return | 14.99% | 23.16%-8.2pp | 528.60%-513.6pp | 29.43%-14.4pp |
| Employer contribution / active EE | $673 | $450+49.5% | $932-27.8% | $2,241-70.0% |
| Participant deferral / active EE | $1,897 | $934+103.1% | $1,826+3.9% | $3,767-49.6% |
| Admin fee / account holder | $8,888 | $2,175+308.6% | $2,491+256.8% | $2,969+199.4% |