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 | $126,773 | $63,346+100.1% | $92,233+37.4% | $70,131+80.8% |
| Participation rate | 41.3% | 68.7%-27.4pp | 76.5%-35.2pp | 69.5%-28.2pp |
| Annual return | 17.69% | 530.12%-512.4pp | 176.28%-158.6pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,504 | $2,471-39.2% | $3,679-59.1% | $2,342-35.8% |
| Participant deferral / active EE | $2,616 | $2,854-8.3% | $3,897-32.9% | $3,332-21.5% |
| Admin fee / account holder | $1,156 | $3,840-69.9% | $5,194-77.7% | $4,645-75.1% |