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 | $98,059 | $56,053+74.9% | $75,972+29.1% | $80,856+21.3% |
| Participation rate | 64.9% | 62.0%+2.9pp | 69.1%-4.1pp | 67.6%-2.7pp |
| Annual return | 12.85% | 20.53%-7.7pp | 359.55%-346.7pp | 35.59%-22.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,085 | $3,052+33.9% | $4,255-4.0% | $4,296-4.9% |
| Admin fee / account holder | $21,907 | $5,234+318.6% | $6,467+238.8% | $6,918+216.7% |