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 | $110,674 | $79,171+39.8% | $102,423+8.1% | $74,495+48.6% |
| Participation rate | 48.2% | 74.8%-26.6pp | 76.5%-28.3pp | 67.2%-19.0pp |
| Annual return | 13.22% | 54.93%-41.7pp | 29.32%-16.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $997 | $2,362-57.8% | $3,023-67.0% | $2,623-62.0% |
| Participant deferral / active EE | $3,383 | $4,415-23.4% | $5,053-33.0% | $4,346-22.2% |
| Admin fee / account holder | $24,585 | $2,001+1128.8% | $9,451+160.1% | $1,942+1166.2% |