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 | $116,052 | $85,202+36.2% | $172,739-32.8% | $72,985+59.0% |
| Participation rate | 50.0% | 70.1%-20.1pp | 82.6%-32.6pp | 69.5%-19.5pp |
| Annual return | 16.13% | 27.32%-11.2pp | 802.84%-786.7pp | 81.00%-64.9pp |
| Employer contribution / active EE | $2,418 | $3,324-27.3% | $5,143-53.0% | $2,440-0.9% |
| Participant deferral / active EE | $4,697 | $3,260+44.1% | $5,198-9.6% | $3,607+30.2% |
| Admin fee / account holder | $2,396 | $5,884-59.3% | $13,954-82.8% | $5,124-53.3% |