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 | $124,175 | $80,724+53.8% | $103,333+20.2% | $74,495+66.7% |
| Participation rate | 29.9% | 65.7%-35.7pp | 74.5%-44.6pp | 67.2%-37.3pp |
| Annual return | 12.11% | 27.56%-15.5pp | 24.88%-12.8pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $920 | $3,157-70.9% | $3,868-76.2% | $2,623-64.9% |
| Participant deferral / active EE | $1,663 | $3,860-56.9% | $5,057-67.1% | $4,346-61.7% |
| Admin fee / account holder | $22,588 | $2,368+853.9% | $8,355+170.4% | $1,942+1063.3% |