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 | $125,877 | $61,774+103.8% | $97,226+29.5% | $80,856+55.7% |
| Participation rate | 42.7% | 63.5%-20.8pp | 72.7%-30.0pp | 67.6%-24.9pp |
| Annual return | 15.55% | -557.90%+573.5pp | 75.13%-59.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $956 | $1,837-48.0% | $2,729-65.0% | $2,755-65.3% |
| Participant deferral / active EE | $1,693 | $3,029-44.1% | $4,264-60.3% | $4,296-60.6% |
| Admin fee / account holder | $7,524 | $5,166+45.6% | $5,654+33.1% | $6,918+8.8% |