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 | $102,966 | $67,984+51.5% | $65,493+57.2% | $74,304+38.6% |
| Participation rate | 31.2% | 66.3%-35.1pp | 73.1%-41.9pp | 60.3%-29.1pp |
| Annual return | 18.19% | 19.87%-1.7pp | 982.45%-964.3pp | 29.43%-11.2pp |
| Employer contribution / active EE | $1,054 | $2,491-57.7% | $2,574-59.1% | $2,241-53.0% |
| Participant deferral / active EE | $2,249 | $3,346-32.8% | $3,961-43.2% | $3,767-40.3% |
| Admin fee / account holder | $949 | $1,373-30.9% | $5,028-81.1% | $2,969-68.0% |