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 | $112,994 | $51,576+119.1% | $129,207-12.5% | $80,856+39.7% |
| Participation rate | 51.3% | 57.0%-5.7pp | 69.6%-18.3pp | 67.6%-16.4pp |
| Annual return | 13.52% | 20.81%-7.3pp | 9417.33%-9403.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,187 | $1,584-25.0% | $4,153-71.4% | $2,755-56.9% |
| Participant deferral / active EE | $3,788 | $2,669+41.9% | $4,168-9.1% | $4,296-11.8% |
| Admin fee / account holder | $15,223 | $4,305+253.6% | $7,715+97.3% | $6,918+120.0% |