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 | $109,437 | $53,127+106.0% | $86,590+26.4% | $70,131+56.0% |
| Participation rate | 43.3% | 65.3%-22.0pp | 73.5%-30.2pp | 69.5%-26.2pp |
| Annual return | 15.60% | 27.66%-12.1pp | 964.84%-949.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $343 | $2,068-83.4% | $2,839-87.9% | $2,342-85.4% |
| Participant deferral / active EE | $3,004 | $2,696+11.4% | $3,609-16.8% | $3,332-9.8% |
| Admin fee / account holder | $26,010 | $3,585+625.4% | $4,906+430.2% | $4,645+459.9% |