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 | $84,945 | $56,317+50.8% | $71,209+19.3% | $74,304+14.3% |
| Participation rate | 61.8% | 55.1%+6.7pp | 73.8%-11.9pp | 60.3%+1.5pp |
| Annual return | 13.54% | 42.83%-29.3pp | 282.51%-269.0pp | 29.43%-15.9pp |
| Employer contribution / active EE | $1,446 | $2,160-33.1% | $2,721-46.9% | $2,241-35.5% |
| Participant deferral / active EE | $2,901 | $2,788+4.1% | $4,175-30.5% | $3,767-23.0% |
| Admin fee / account holder | $13,876 | $2,290+506.1% | $5,349+159.4% | $2,969+367.4% |