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 7-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 | $104,197 | $58,208+79.0% | $81,812+27.4% | $80,856+28.9% |
| Participation rate | 51.0% | 63.4%-12.4pp | 72.3%-21.3pp | 67.6%-16.6pp |
| Annual return | 11.17% | 41.66%-30.5pp | 773.79%-762.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,848 | $2,340-21.0% | $2,912-36.5% | $2,755-32.9% |
| Participant deferral / active EE | $3,971 | $3,281+21.0% | $4,319-8.1% | $4,296-7.6% |
| Admin fee / account holder | $1,683 | $4,981-66.2% | $7,386-77.2% | $6,918-75.7% |