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 | $124,669 | $86,944+43.4% | $107,525+15.9% | $74,304+67.8% |
| Participation rate | 44.4% | 59.6%-15.1pp | 75.1%-30.6pp | 60.3%-15.9pp |
| Annual return | 23.16% | 23.52%-0.4pp | 181.32%-158.2pp | 29.43%-6.3pp |
| Employer contribution / active EE | $1,419 | $2,757-48.5% | $3,754-62.2% | $2,241-36.7% |
| Participant deferral / active EE | $3,359 | $3,554-5.5% | $5,116-34.3% | $3,767-10.8% |
| Admin fee / account holder | $2,138 | $3,727-42.6% | $8,919-76.0% | $2,969-28.0% |