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 | $105,679 | $70,606+49.7% | $53,898+96.1% | $142,382-25.8% |
| Participation rate | 43.8% | 63.7%-20.0pp | 55.0%-11.2pp | 80.1%-36.4pp |
| Annual return | 12.95% | 619.81%-606.9pp | 528.60%-515.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $752 | $1,202-37.4% | $932-19.3% | $4,299-82.5% |
| Participant deferral / active EE | $4,406 | $2,364+86.4% | $1,826+141.3% | $6,507-32.3% |
| Admin fee / account holder | $993 | $2,852-65.2% | $2,491-60.1% | $12,624-92.1% |