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 | $102,786 | $58,208+76.6% | $81,812+25.6% | $80,856+27.1% |
| Participation rate | 34.3% | 63.4%-29.1pp | 72.3%-38.1pp | 67.6%-33.4pp |
| Annual return | 34.17% | 41.66%-7.5pp | 773.79%-739.6pp | 35.59%-1.4pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,938 | $3,281-10.4% | $4,319-32.0% | $4,296-31.6% |
| Admin fee / account holder | $1,695 | $4,981-66.0% | $7,386-77.0% | $6,918-75.5% |