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 | $107,790 | $48,230+123.5% | $67,502+59.7% | $80,856+33.3% |
| Participation rate | 43.8% | 66.4%-22.6pp | 72.9%-29.1pp | 67.6%-23.9pp |
| Annual return | 15.91% | 18.28%-2.4pp | 3512.12%-3496.2pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,942 | $2,020-3.8% | $2,731-28.9% | $2,755-29.5% |
| Participant deferral / active EE | $2,525 | $2,924-13.6% | $4,000-36.9% | $4,296-41.2% |
| Admin fee / account holder | $7,356 | $3,681+99.8% | $3,998+84.0% | $6,918+6.3% |