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 | $104,584 | $77,314+35.3% | $177,989-41.2% | $80,856+29.3% |
| Participation rate | 42.1% | 65.7%-23.6pp | 77.1%-35.0pp | 67.6%-25.5pp |
| Annual return | 12.40% | 18.09%-5.7pp | 294.48%-282.1pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,054 | $2,292-54.0% | $3,949-73.3% | $2,755-61.7% |
| Participant deferral / active EE | $2,174 | $4,411-50.7% | $6,276-65.4% | $4,296-49.4% |
| Admin fee / account holder | $4,623 | $7,191-35.7% | $10,363-55.4% | $6,918-33.2% |