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 | $107,624 | $85,766+25.5% | $136,294-21.0% | $70,131+53.5% |
| Participation rate | 46.5% | 74.2%-27.6pp | 81.9%-35.4pp | 69.5%-23.0pp |
| Annual return | 17.80% | 31.45%-13.7pp | 5155.94%-5138.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,238 | $2,966-24.5% | $4,695-52.3% | $2,342-4.5% |
| Participant deferral / active EE | $4,992 | $5,051-1.2% | $6,247-20.1% | $3,332+49.8% |
| Admin fee / account holder | $13,103 | $5,420+141.7% | $9,243+41.8% | $4,645+182.1% |