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 | $108,917 | $57,354+89.9% | $83,848+29.9% | $64,186+69.7% |
| Participation rate | 64.9% | 68.6%-3.7pp | 76.1%-11.3pp | 69.6%-4.7pp |
| Annual return | -7.67% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $776 | $2,545-69.5% | $3,631-78.6% | $2,381-67.4% |
| Participant deferral / active EE | $3,409 | $2,993+13.9% | $4,082-16.5% | $3,470-1.7% |
| Admin fee / account holder | $8,230 | $4,046+103.4% | $5,478+50.2% | $4,888+68.4% |