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 | $99,160 | $43,133+129.9% | $89,391+10.9% | $73,488+34.9% |
| Participation rate | 39.0% | 55.0%-16.0pp | 68.0%-29.0pp | 70.7%-31.7pp |
| Annual return | 12.78% | 135.66%-122.9pp | 245.62%-232.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $996 | $1,438-30.7% | $2,586-61.5% | $2,270-56.1% |
| Participant deferral / active EE | $1,995 | $2,445-18.4% | $3,890-48.7% | $3,740-46.7% |
| Admin fee / account holder | $19,405 | $444+4273.0% | $4,881+297.5% | $513+3682.2% |