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 | $101,406 | $81,208+24.9% | $98,907+2.5% | $79,858+27.0% |
| Participation rate | 59.4% | 72.5%-13.1pp | 76.0%-16.6pp | 69.6%-10.3pp |
| Annual return | 11.17% | 60.99%-49.8pp | 196.43%-185.3pp | 31.71%-20.5pp |
| Employer contribution / active EE | $783 | $1,960-60.1% | $2,689-70.9% | $2,471-68.3% |
| Participant deferral / active EE | $2,117 | $3,265-35.2% | $4,244-50.1% | $3,740-43.4% |
| Admin fee / account holder | $36,434 | $6,013+505.9% | $6,642+448.6% | $5,306+586.6% |