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 | $112,158 | $70,669+58.7% | $169,368-33.8% | $75,163+49.2% |
| Participation rate | 51.9% | 64.8%-12.9pp | 77.1%-25.3pp | 67.2%-15.3pp |
| Annual return | 22.37% | 36.36%-14.0pp | 405.60%-383.2pp | 160.62%-138.2pp |
| Employer contribution / active EE | $631 | $2,211-71.5% | $4,013-84.3% | $2,670-76.4% |
| Participant deferral / active EE | $2,053 | $4,311-52.4% | $6,221-67.0% | $4,125-50.2% |
| Admin fee / account holder | $2,188 | $5,402-59.5% | $9,003-75.7% | $5,651-61.3% |