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 | $116,915 | $63,861+83.1% | $104,607+11.8% | $79,858+46.4% |
| Participation rate | 37.8% | 64.9%-27.1pp | 74.1%-36.3pp | 69.6%-31.9pp |
| Annual return | 13.56% | 21.30%-7.7pp | 340.46%-326.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $351 | $1,588-77.9% | $2,681-86.9% | $2,471-85.8% |
| Participant deferral / active EE | $1,887 | $2,693-30.0% | $3,740-49.6% | $3,740-49.6% |
| Admin fee / account holder | $1,055 | $4,185-74.8% | $6,473-83.7% | $5,306-80.1% |