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 | $97,901 | $57,354+70.7% | $83,848+16.8% | $64,186+52.5% |
| Participation rate | 53.5% | 68.6%-15.1pp | 76.1%-22.7pp | 69.6%-16.1pp |
| Annual return | 10.43% | 11.38%-1.0pp | 850.88%-840.4pp | 7.63%+2.8pp |
| Employer contribution / active EE | $1,884 | $2,545-26.0% | $3,631-48.1% | $2,381-20.9% |
| Participant deferral / active EE | $3,573 | $2,993+19.4% | $4,082-12.5% | $3,470+3.0% |
| Admin fee / account holder | $8,101 | $4,046+100.2% | $5,478+47.9% | $4,888+65.7% |