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 | $104,896 | $85,766+22.3% | $136,294-23.0% | $70,131+49.6% |
| Participation rate | 53.1% | 74.2%-21.1pp | 81.9%-28.8pp | 69.5%-16.5pp |
| Annual return | 18.09% | 31.45%-13.4pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,332 | $2,966-55.1% | $4,695-71.6% | $2,342-43.1% |
| Participant deferral / active EE | $4,019 | $5,051-20.4% | $6,247-35.7% | $3,332+20.6% |
| Admin fee / account holder | $17,440 | $5,420+221.8% | $9,243+88.7% | $4,645+275.4% |