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 6-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 | $102,465 | $30,588+235.0% | $53,898+90.1% | $85,563+19.8% |
| Participation rate | 16.6% | 26.3%-9.8pp | 55.0%-38.4pp | 66.0%-49.4pp |
| Annual return | 18.87% | 50.42%-31.5pp | 528.60%-509.7pp | 31.51%-12.6pp |
| Employer contribution / active EE | $355 | $436-18.6% | $932-61.9% | $2,654-86.6% |
| Participant deferral / active EE | $1,095 | $848+29.1% | $1,826-40.1% | $4,375-75.0% |
| Admin fee / account holder | $1,449 | $1,879-22.9% | $2,491-41.8% | $834+73.8% |