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 | $115,346 | $54,705+110.8% | $71,209+62.0% | $84,808+36.0% |
| Participation rate | 55.4% | 64.1%-8.7pp | 73.8%-18.4pp | 68.3%-13.0pp |
| Annual return | 13.65% | 35.90%-22.2pp | 282.51%-268.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $574 | $2,158-73.4% | $2,721-78.9% | $2,631-78.2% |
| Participant deferral / active EE | $3,436 | $3,030+13.4% | $4,175-17.7% | $4,212-18.4% |
| Admin fee / account holder | $23,644 | $4,863+386.2% | $5,349+342.0% | $7,344+222.0% |