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 | $105,671 | $37,426+182.3% | $77,482+36.4% | $79,858+32.3% |
| Participation rate | 39.3% | 41.5%-2.2pp | 54.2%-14.9pp | 69.6%-30.3pp |
| Annual return | 17.88% | 39.70%-21.8pp | 54.79%-36.9pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,222 | $637+92.0% | $986+23.9% | $2,471-50.5% |
| Participant deferral / active EE | $752 | $1,260-40.3% | $1,861-59.6% | $3,740-79.9% |
| Admin fee / account holder | $15,721 | $2,504+527.8% | $2,858+450.1% | $5,306+196.3% |