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 | $104,302 | $106,890-2.4% | $84,015+24.1% | $152,861-31.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 13.59% | 104.99%-91.4pp | 71.31%-57.7pp | 345.32%-331.7pp |
| Employer contribution / active EE | $615 | $2,734-77.5% | $1,983-69.0% | $4,762-87.1% |
| Participant deferral / active EE | $3,393 | $4,011-15.4% | $3,239+4.8% | $5,850-42.0% |
| Admin fee / account holder | $1,317 | $8,285-84.1% | $6,101-78.4% | $11,596-88.6% |