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 | $132,025 | $102,317+29.0% | $146,958-10.2% | $80,856+63.3% |
| Participation rate | 56.8% | 75.8%-19.1pp | 82.2%-25.4pp | 67.6%-10.9pp |
| Annual return | 12.06% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,096 | $3,713-70.5% | $4,933-77.8% | $2,755-60.2% |
| Participant deferral / active EE | $4,744 | $6,644-28.6% | $8,070-41.2% | $4,296+10.4% |
| Admin fee / account holder | $9,972 | $7,941+25.6% | $12,998-23.3% | $6,918+44.1% |