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 | $129,902 | $80,724+60.9% | $103,333+25.7% | $74,495+74.4% |
| Participation rate | 33.1% | 65.7%-32.6pp | 74.5%-41.5pp | 67.2%-34.1pp |
| Annual return | 11.72% | 27.56%-15.8pp | 24.88%-13.2pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,540 | $3,157-51.2% | $3,868-60.2% | $2,623-41.3% |
| Participant deferral / active EE | $2,900 | $3,860-24.9% | $5,057-42.7% | $4,346-33.3% |
| Admin fee / account holder | $7,778 | $2,368+228.4% | $8,355-6.9% | $1,942+300.6% |