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 | $75,310 | $31,310+140.5% | $53,898+39.7% | $74,304+1.4% |
| Participation rate | 9.6% | 30.7%-21.0pp | 55.0%-45.3pp | 60.3%-50.7pp |
| Annual return | 18.86% | 23.16%-4.3pp | 528.60%-509.7pp | 29.43%-10.6pp |
| Employer contribution / active EE | $521 | $450+15.9% | $932-44.1% | $2,241-76.7% |
| Participant deferral / active EE | $927 | $934-0.7% | $1,826-49.2% | $3,767-75.4% |
| Admin fee / account holder | $2,470 | $2,175+13.5% | $2,491-0.8% | $2,969-16.8% |