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 | $105,006 | $27,915+276.2% | $58,482+79.6% | $75,163+39.7% |
| Participation rate | 28.9% | 38.8%-9.9pp | 50.9%-21.9pp | 67.2%-38.2pp |
| Annual return | 18.59% | 44.20%-25.6pp | 4239.32%-4220.7pp | 160.62%-142.0pp |
| Employer contribution / active EE | $836 | $669+25.0% | $1,053-20.6% | $2,670-68.7% |
| Participant deferral / active EE | $2,483 | $1,201+106.7% | $1,924+29.0% | $4,125-39.8% |
| Admin fee / account holder | $4,050 | $1,726+134.7% | $2,516+61.0% | $5,651-28.3% |