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 | $123,932 | $39,019+217.6% | $80,716+53.5% | $85,850+44.4% |
| Participation rate | 14.9% | 41.5%-26.6pp | 54.2%-39.2pp | 69.3%-54.4pp |
| Annual return | 11.39% | 26.27%-14.9pp | 87.28%-75.9pp | 318.53%-307.1pp |
| Employer contribution / active EE | $315 | $722-56.4% | $1,160-72.8% | $2,565-87.7% |
| Participant deferral / active EE | $506 | $1,326-61.8% | $2,146-76.4% | $3,952-87.2% |
| Admin fee / account holder | $32,958 | $2,431+1255.9% | $3,380+875.2% | $6,260+426.5% |