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 | $129,920 | $53,516+142.8% | $126,539+2.7% | $84,808+53.2% |
| Participation rate | 40.0% | 58.2%-18.2pp | 69.8%-29.8pp | 68.3%-28.3pp |
| Annual return | 13.62% | 58.34%-44.7pp | 425.95%-412.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $586 | $1,535-61.8% | $3,674-84.1% | $2,631-77.7% |
| Participant deferral / active EE | $2,487 | $2,671-6.9% | $4,083-39.1% | $4,212-41.0% |
| Admin fee / account holder | $13,916 | $4,497+209.5% | $6,065+129.5% | $7,344+89.5% |