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 | $104,583 | $73,360+42.6% | $177,989-41.2% | $74,495+40.4% |
| Participation rate | 44.6% | 66.6%-22.0pp | 77.1%-32.5pp | 67.2%-22.6pp |
| Annual return | 13.52% | 17.49%-4.0pp | 294.48%-281.0pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,232 | $2,216-44.4% | $3,949-68.8% | $2,623-53.0% |
| Participant deferral / active EE | $2,855 | $4,513-36.7% | $6,276-54.5% | $4,346-34.3% |
| Admin fee / account holder | $5,244 | $1,808+190.1% | $10,363-49.4% | $1,942+170.1% |