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 | $109,341 | $31,310+249.2% | $53,898+102.9% | $74,304+47.2% |
| Participation rate | 14.3% | 30.7%-16.4pp | 55.0%-40.7pp | 60.3%-46.1pp |
| Annual return | 20.81% | 23.16%-2.3pp | 528.60%-507.8pp | 29.43%-8.6pp |
| Employer contribution / active EE | $699 | $450+55.3% | $932-25.1% | $2,241-68.8% |
| Participant deferral / active EE | $1,418 | $934+51.7% | $1,826-22.4% | $3,767-62.4% |
| Admin fee / account holder | $302 | $2,175-86.1% | $2,491-87.9% | $2,969-89.8% |