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 | $104,470 | $54,705+91.0% | $71,209+46.7% | $84,808+23.2% |
| Participation rate | 50.0% | 64.1%-14.1pp | 73.8%-23.8pp | 68.3%-18.3pp |
| Annual return | 14.67% | 35.90%-21.2pp | 282.51%-267.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,433 | $2,158-33.6% | $2,721-47.3% | $2,631-45.5% |
| Participant deferral / active EE | $4,426 | $3,030+46.1% | $4,175+6.0% | $4,212+5.1% |
| Admin fee / account holder | $39,072 | $4,863+703.4% | $5,349+630.5% | $7,344+432.0% |