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 | $119,891 | $101,724+17.9% | $164,813-27.3% | $80,856+48.3% |
| Participation rate | 54.9% | 71.8%-16.9pp | 78.6%-23.7pp | 67.6%-12.7pp |
| Annual return | 11.31% | 16.72%-5.4pp | 69.93%-58.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,138 | $2,953-61.5% | $4,341-73.8% | $2,755-58.7% |
| Participant deferral / active EE | $3,599 | $4,477-19.6% | $6,031-40.3% | $4,296-16.2% |
| Admin fee / account holder | $41,660 | $8,227+406.4% | $12,690+228.3% | $6,918+502.2% |