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 | $120,451 | $80,724+49.2% | $103,333+16.6% | $74,495+61.7% |
| Participation rate | 53.9% | 65.7%-11.8pp | 74.5%-20.6pp | 67.2%-13.3pp |
| Annual return | 13.00% | 27.56%-14.6pp | 24.88%-11.9pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $991 | $3,157-68.6% | $3,868-74.4% | $2,623-62.2% |
| Participant deferral / active EE | $5,340 | $3,860+38.3% | $5,057+5.6% | $4,346+22.9% |
| Admin fee / account holder | $3,986 | $2,368+68.3% | $8,355-52.3% | $1,942+105.3% |