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 | $102,738 | $70,428+45.9% | $96,562+6.4% | $85,850+19.7% |
| Participation rate | 51.6% | 61.8%-10.2pp | 69.8%-18.2pp | 69.3%-17.7pp |
| Annual return | 16.07% | 18.59%-2.5pp | 37.78%-21.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $380 | $1,413-73.1% | $2,356-83.9% | $2,565-85.2% |
| Participant deferral / active EE | $3,816 | $2,894+31.9% | $3,849-0.9% | $3,952-3.4% |
| Admin fee / account holder | $2,236 | $4,997-55.3% | $6,181-63.8% | $6,260-64.3% |