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 | $102,117 | $53,053+92.5% | $126,539-19.3% | $74,304+37.4% |
| Participation rate | 35.8% | 48.0%-12.3pp | 69.8%-34.1pp | 60.3%-24.6pp |
| Annual return | 18.99% | 29.46%-10.5pp | 425.95%-407.0pp | 29.43%-10.4pp |
| Employer contribution / active EE | $1,082 | $1,168-7.4% | $3,674-70.6% | $2,241-51.7% |
| Participant deferral / active EE | $1,965 | $2,303-14.7% | $4,083-51.9% | $3,767-47.8% |
| Admin fee / account holder | $3,221 | $3,698-12.9% | $6,065-46.9% | $2,969+8.5% |