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 | $101,220 | $54,705+85.0% | $71,209+42.1% | $84,808+19.4% |
| Participation rate | 47.3% | 64.1%-16.8pp | 73.8%-26.5pp | 68.3%-21.1pp |
| Annual return | 15.44% | 35.90%-20.5pp | 282.51%-267.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,180 | $2,158-45.3% | $2,721-56.6% | $2,631-55.2% |
| Participant deferral / active EE | $2,691 | $3,030-11.2% | $4,175-35.5% | $4,212-36.1% |
| Admin fee / account holder | $42,654 | $4,863+777.0% | $5,349+697.5% | $7,344+480.8% |