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 | $123,646 | $81,208+52.3% | $98,907+25.0% | $79,858+54.8% |
| Participation rate | 52.7% | 72.5%-19.8pp | 76.0%-23.3pp | 69.6%-16.9pp |
| Annual return | 13.79% | 60.99%-47.2pp | 196.43%-182.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $537 | $1,960-72.6% | $2,689-80.0% | $2,471-78.3% |
| Participant deferral / active EE | $1,516 | $3,265-53.6% | $4,244-64.3% | $3,740-59.5% |
| Admin fee / account holder | $885 | $6,013-85.3% | $6,642-86.7% | $5,306-83.3% |