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 | $114,364 | $98,750+15.8% | $149,696-23.6% | $79,858+43.2% |
| Participation rate | 28.6% | 75.8%-47.2pp | 82.5%-53.9pp | 69.6%-41.1pp |
| Annual return | 13.97% | 27.43%-13.5pp | 276.60%-262.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,133 | $3,216-64.8% | $4,644-75.6% | $2,471-54.1% |
| Participant deferral / active EE | $2,462 | $5,680-56.7% | $6,842-64.0% | $3,740-34.2% |
| Admin fee / account holder | $34,122 | $6,053+463.8% | $9,309+266.6% | $5,306+543.0% |