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 | $107,444 | $54,705+96.4% | $71,209+50.9% | $84,808+26.7% |
| Participation rate | 33.3% | 64.1%-30.7pp | 73.8%-40.4pp | 68.3%-35.0pp |
| Annual return | 16.80% | 35.90%-19.1pp | 282.51%-265.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,467 | $2,158-32.0% | $2,721-46.1% | $2,631-44.2% |
| Participant deferral / active EE | $3,201 | $3,030+5.6% | $4,175-23.3% | $4,212-24.0% |
| Admin fee / account holder | $33,352 | $4,863+585.8% | $5,349+523.5% | $7,344+354.2% |