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 | $127,790 | $85,202+50.0% | $172,739-26.0% | $72,985+75.1% |
| Participation rate | 56.0% | 70.1%-14.1pp | 82.6%-26.6pp | 69.5%-13.5pp |
| Annual return | 19.08% | 27.32%-8.2pp | 802.84%-783.8pp | 81.00%-61.9pp |
| Employer contribution / active EE | $2,183 | $3,324-34.3% | $5,143-57.6% | $2,440-10.5% |
| Participant deferral / active EE | $4,188 | $3,260+28.5% | $5,198-19.4% | $3,607+16.1% |
| Admin fee / account holder | $1,971 | $5,884-66.5% | $13,954-85.9% | $5,124-61.5% |