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 | $101,387 | $70,428+44.0% | $96,562+5.0% | $85,850+18.1% |
| Participation rate | 41.7% | 61.8%-20.1pp | 69.8%-28.1pp | 69.3%-27.6pp |
| Annual return | 13.02% | 18.59%-5.6pp | 37.78%-24.8pp | 318.53%-305.5pp |
| Employer contribution / active EE | $900 | $1,413-36.3% | $2,356-61.8% | $2,565-64.9% |
| Participant deferral / active EE | $1,674 | $2,894-42.2% | $3,849-56.5% | $3,952-57.7% |
| Admin fee / account holder | $3,089 | $4,997-38.2% | $6,181-50.0% | $6,260-50.7% |