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 | $99,698 | $46,553+114.2% | $64,056+55.6% | $75,163+32.6% |
| Participation rate | 50.7% | 65.9%-15.2pp | 72.3%-21.6pp | 67.2%-16.5pp |
| Annual return | 18.44% | 26.03%-7.6pp | 33.69%-15.2pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,406 | $1,974+21.9% | $2,747-12.4% | $2,670-9.9% |
| Participant deferral / active EE | $3,177 | $2,837+12.0% | $3,880-18.1% | $4,125-23.0% |
| Admin fee / account holder | $9,037 | $2,952+206.1% | $3,068+194.5% | $5,651+59.9% |