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 | $112,153 | $81,208+38.1% | $98,907+13.4% | $79,858+40.4% |
| Participation rate | 46.8% | 72.5%-25.7pp | 76.0%-29.2pp | 69.6%-22.8pp |
| Annual return | 12.96% | 60.99%-48.0pp | 196.43%-183.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,563 | $1,960-20.2% | $2,689-41.9% | $2,471-36.7% |
| Participant deferral / active EE | $2,015 | $3,265-38.3% | $4,244-52.5% | $3,740-46.1% |
| Admin fee / account holder | $15,240 | $6,013+153.5% | $6,642+129.5% | $5,306+187.2% |