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 | $105,756 | $63,346+66.9% | $92,233+14.7% | $70,131+50.8% |
| Participation rate | 11.6% | 68.7%-57.1pp | 76.5%-64.9pp | 69.5%-58.0pp |
| Annual return | 16.36% | 530.12%-513.8pp | 176.28%-159.9pp | 73.14%-56.8pp |
| Employer contribution / active EE | $738 | $2,471-70.1% | $3,679-79.9% | $2,342-68.5% |
| Participant deferral / active EE | $1,428 | $2,854-50.0% | $3,897-63.4% | $3,332-57.1% |
| Admin fee / account holder | $16,776 | $3,840+336.8% | $5,194+223.0% | $4,645+261.1% |