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 | $115,032 | $110,809+3.8% | $86,874+32.4% | $167,490-31.3% |
| Participation rate | 23.5% | 75.8%-52.3pp | 71.6%-48.1pp | 82.1%-58.6pp |
| Annual return | 17.01% | 116.98%-100.0pp | 63.52%-46.5pp | 478.56%-461.6pp |
| Employer contribution / active EE | $601 | $3,244-81.5% | $2,495-75.9% | $4,837-87.6% |
| Participant deferral / active EE | $2,294 | $4,546-49.5% | $3,699-38.0% | $6,341-63.8% |
| Admin fee / account holder | $48,789 | $8,415+479.8% | $5,828+737.1% | $12,309+296.4% |