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 | $102,105 | $81,208+25.7% | $98,907+3.2% | $79,858+27.9% |
| Participation rate | 42.4% | 72.5%-30.1pp | 76.0%-33.7pp | 69.6%-27.3pp |
| Annual return | 22.20% | 60.99%-38.8pp | 196.43%-174.2pp | 31.71%-9.5pp |
| Employer contribution / active EE | $805 | $1,960-58.9% | $2,689-70.0% | $2,471-67.4% |
| Participant deferral / active EE | $1,462 | $3,265-55.2% | $4,244-65.5% | $3,740-60.9% |
| Admin fee / account holder | $6,843 | $6,013+13.8% | $6,642+3.0% | $5,306+29.0% |