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 | $120,515 | $58,208+107.0% | $81,812+47.3% | $80,856+49.0% |
| Participation rate | 50.8% | 63.4%-12.6pp | 72.3%-21.5pp | 67.6%-16.8pp |
| Annual return | 15.46% | 41.66%-26.2pp | 773.79%-758.3pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,333 | $2,340-43.0% | $2,912-54.2% | $2,755-51.6% |
| Participant deferral / active EE | $2,504 | $3,281-23.7% | $4,319-42.0% | $4,296-41.7% |
| Admin fee / account holder | $4,905 | $4,981-1.5% | $7,386-33.6% | $6,918-29.1% |