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 | $98,613 | $62,672+57.3% | $185,117-46.7% | $70,131+40.6% |
| Participation rate | 18.2% | 63.8%-45.6pp | 77.3%-59.1pp | 69.5%-51.4pp |
| Annual return | 43.86% | 40.79%+3.1pp | 40.50%+3.4pp | 73.14%-29.3pp |
| Employer contribution / active EE | $1,313 | $1,753-25.1% | $4,182-68.6% | $2,342-43.9% |
| Participant deferral / active EE | $1,816 | $3,272-44.5% | $5,045-64.0% | $3,332-45.5% |
| Admin fee / account holder | $12,539 | $3,932+218.9% | $8,159+53.7% | $4,645+169.9% |