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 | $105,460 | $77,899+35.4% | $149,673-29.5% | $75,163+40.3% |
| Participation rate | 52.1% | 65.6%-13.5pp | 78.8%-26.7pp | 67.2%-15.1pp |
| Annual return | 16.06% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,165 | $3,137-31.0% | $4,818-55.1% | $2,670-18.9% |
| Participant deferral / active EE | $4,181 | $3,411+22.6% | $5,680-26.4% | $4,125+1.3% |
| Admin fee / account holder | $12,607 | $5,956+111.7% | $13,210-4.6% | $5,651+123.1% |