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 | $119,240 | $78,672+51.6% | $109,143+9.3% | $85,850+38.9% |
| Participation rate | 39.5% | 68.3%-28.8pp | 75.9%-36.4pp | 69.3%-29.8pp |
| Annual return | 13.27% | 25.09%-11.8pp | 25.75%-12.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,250 | $2,735-54.3% | $3,722-66.4% | $2,565-51.3% |
| Participant deferral / active EE | $2,758 | $3,467-20.5% | $4,653-40.7% | $3,952-30.2% |
| Admin fee / account holder | $11,464 | $5,469+109.6% | $6,752+69.8% | $6,260+83.1% |