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 | $126,950 | $53,516+137.2% | $126,539+0.3% | $84,808+49.7% |
| Participation rate | 45.5% | 58.2%-12.8pp | 69.8%-24.4pp | 68.3%-22.9pp |
| Annual return | 17.36% | 58.34%-41.0pp | 425.95%-408.6pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,479 | $1,535-3.6% | $3,674-59.7% | $2,631-43.8% |
| Participant deferral / active EE | $2,921 | $2,671+9.4% | $4,083-28.5% | $4,212-30.6% |
| Admin fee / account holder | $25,362 | $4,497+464.0% | $6,065+318.2% | $7,344+245.4% |