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 | $106,494 | $118,849-10.4% | $96,562+10.3% | $167,490-36.4% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 9.52% | 50.49%-41.0pp | 37.78%-28.3pp | 478.56%-469.0pp |
| Employer contribution / active EE | $732 | $3,120-76.6% | $2,356-69.0% | $4,837-84.9% |
| Participant deferral / active EE | $2,154 | $4,616-53.3% | $3,849-44.0% | $6,341-66.0% |
| Admin fee / account holder | $51,866 | $8,065+543.1% | $6,181+739.1% | $12,309+321.4% |