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 | $115,060 | $56,317+104.3% | $71,209+61.6% | $74,304+54.9% |
| Participation rate | 21.3% | 55.1%-33.8pp | 73.8%-52.4pp | 60.3%-39.0pp |
| Annual return | 17.33% | 42.83%-25.5pp | 282.51%-265.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $632 | $2,160-70.7% | $2,721-76.8% | $2,241-71.8% |
| Participant deferral / active EE | $1,232 | $2,788-55.8% | $4,175-70.5% | $3,767-67.3% |
| Admin fee / account holder | $4,015 | $2,290+75.4% | $5,349-24.9% | $2,969+35.3% |