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 | $103,600 | $59,417+74.4% | $93,606+10.7% | $74,495+39.1% |
| Participation rate | 46.6% | 59.7%-13.1pp | 68.7%-22.2pp | 67.2%-20.6pp |
| Annual return | 17.66% | 81.83%-64.2pp | 133.20%-115.5pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $1,189 | $1,264-5.9% | $2,420-50.9% | $2,623-54.7% |
| Participant deferral / active EE | $2,076 | $3,050-31.9% | $4,411-52.9% | $4,346-52.2% |
| Admin fee / account holder | $6,448 | $3,021+113.4% | $8,285-22.2% | $1,942+232.1% |