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 | $100,661 | $57,354+75.5% | $83,848+20.1% | $64,186+56.8% |
| Participation rate | 34.5% | 68.6%-34.1pp | 76.1%-41.7pp | 69.6%-35.1pp |
| Annual return | -5.41% | 11.38%-16.8pp | 850.88%-856.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $892 | $2,545-64.9% | $3,631-75.4% | $2,381-62.5% |
| Participant deferral / active EE | $2,270 | $2,993-24.1% | $4,082-44.4% | $3,470-34.6% |
| Admin fee / account holder | $3,166 | $4,046-21.7% | $5,478-42.2% | $4,888-35.2% |