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 | $104,330 | $66,402+57.1% | $109,895-5.1% | $85,850+21.5% |
| Participation rate | 47.1% | 63.9%-16.8pp | 74.2%-27.2pp | 69.3%-22.3pp |
| Annual return | 13.30% | 19.59%-6.3pp | 29.45%-16.2pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,923 | $1,687+14.0% | $2,842-32.4% | $2,565-25.0% |
| Participant deferral / active EE | $4,482 | $2,842+57.7% | $4,048+10.7% | $3,952+13.4% |
| Admin fee / account holder | $2,370 | $4,557-48.0% | $6,066-60.9% | $6,260-62.1% |