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 | $121,454 | $61,774+96.6% | $97,226+24.9% | $80,856+50.2% |
| Participation rate | 50.9% | 63.5%-12.6pp | 72.7%-21.7pp | 67.6%-16.7pp |
| Annual return | 16.45% | -557.90%+574.4pp | 75.13%-58.7pp | 35.59%-19.1pp |
| Employer contribution / active EE | $722 | $1,837-60.7% | $2,729-73.5% | $2,755-73.8% |
| Participant deferral / active EE | $1,837 | $3,029-39.3% | $4,264-56.9% | $4,296-57.2% |
| Admin fee / account holder | $4,398 | $5,166-14.9% | $5,654-22.2% | $6,918-36.4% |