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 | $130,552 | $70,669+84.7% | $169,368-22.9% | $75,163+73.7% |
| Participation rate | 32.3% | 64.8%-32.5pp | 77.1%-44.9pp | 67.2%-34.9pp |
| Annual return | 18.43% | 36.36%-17.9pp | 405.60%-387.2pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,398 | $2,211-36.8% | $4,013-65.2% | $2,670-47.6% |
| Participant deferral / active EE | $2,851 | $4,311-33.9% | $6,221-54.2% | $4,125-30.9% |
| Admin fee / account holder | $7,152 | $5,402+32.4% | $9,003-20.6% | $5,651+26.6% |