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 | $104,019 | $49,173+111.5% | $121,098-14.1% | $75,163+38.4% |
| Participation rate | 37.3% | 55.4%-18.1pp | 69.5%-32.2pp | 67.2%-29.9pp |
| Annual return | 18.04% | 55.99%-37.9pp | 985.75%-967.7pp | 160.62%-142.6pp |
| Employer contribution / active EE | $796 | $1,546-48.5% | $4,164-80.9% | $2,670-70.2% |
| Participant deferral / active EE | $2,653 | $2,628+1.0% | $4,080-35.0% | $4,125-35.7% |
| Admin fee / account holder | $1,768 | $3,942-55.1% | $5,644-68.7% | $5,651-68.7% |