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 | $106,948 | $85,202+25.5% | $172,739-38.1% | $72,985+46.5% |
| Participation rate | 40.3% | 70.1%-29.8pp | 82.6%-42.4pp | 69.5%-29.2pp |
| Annual return | 20.69% | 27.32%-6.6pp | 802.84%-782.2pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,114 | $3,324-66.5% | $5,143-78.3% | $2,440-54.4% |
| Participant deferral / active EE | $1,776 | $3,260-45.5% | $5,198-65.8% | $3,607-50.8% |
| Admin fee / account holder | $1,354 | $5,884-77.0% | $13,954-90.3% | $5,124-73.6% |