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 | $100,987 | $64,839+55.7% | $95,585+5.7% | $84,808+19.1% |
| Participation rate | 47.6% | 63.8%-16.2pp | 72.1%-24.5pp | 68.3%-20.7pp |
| Annual return | 14.59% | -670.96%+685.5pp | 38.56%-24.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,906 | $1,759+8.4% | $2,527-24.6% | $2,631-27.5% |
| Participant deferral / active EE | $3,688 | $2,965+24.4% | $4,023-8.3% | $4,212-12.4% |
| Admin fee / account holder | $10,339 | $5,964+73.3% | $6,127+68.7% | $7,344+40.8% |