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 | $123,648 | $57,354+115.6% | $83,848+47.5% | $64,186+92.6% |
| Participation rate | 25.9% | 68.6%-42.7pp | 76.1%-50.2pp | 69.6%-43.6pp |
| Annual return | 4.38% | 11.38%-7.0pp | 850.88%-846.5pp | 7.63%-3.2pp |
| Employer contribution / active EE | $573 | $2,545-77.5% | $3,631-84.2% | $2,381-75.9% |
| Participant deferral / active EE | $1,680 | $2,993-43.9% | $4,082-58.8% | $3,470-51.6% |
| Admin fee / account holder | $68,947 | $4,046+1604.2% | $5,478+1158.6% | $4,888+1310.5% |