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 | $91,966 | $53,053+73.3% | $126,539-27.3% | $74,304+23.8% |
| Participation rate | 40.8% | 48.0%-7.3pp | 69.8%-29.0pp | 60.3%-19.6pp |
| Annual return | 15.19% | 29.46%-14.3pp | 425.95%-410.8pp | 29.43%-14.2pp |
| Employer contribution / active EE | $1,787 | $1,168+53.0% | $3,674-51.4% | $2,241-20.3% |
| Participant deferral / active EE | $4,110 | $2,303+78.5% | $4,083+0.7% | $3,767+9.1% |
| Admin fee / account holder | $2,916 | $3,698-21.1% | $6,065-51.9% | $2,969-1.8% |