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 | $116,870 | $86,286+35.4% | $111,297+5.0% | $85,850+36.1% |
| Participation rate | 48.5% | 73.3%-24.8pp | 77.3%-28.8pp | 69.3%-20.8pp |
| Annual return | 14.38% | 19.99%-5.6pp | 54.65%-40.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $863 | $2,043-57.8% | $2,731-68.4% | $2,565-66.4% |
| Participant deferral / active EE | $2,704 | $3,641-25.7% | $4,487-39.7% | $3,952-31.6% |
| Admin fee / account holder | $20,657 | $8,188+152.3% | $7,964+159.4% | $6,260+230.0% |