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 | $98,362 | $53,516+83.8% | $126,539-22.3% | $84,808+16.0% |
| Participation rate | 38.2% | 58.2%-20.1pp | 69.8%-31.6pp | 68.3%-30.1pp |
| Annual return | 15.89% | 58.34%-42.4pp | 425.95%-410.1pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,590 | $1,535+3.6% | $3,674-56.7% | $2,631-39.6% |
| Participant deferral / active EE | $4,011 | $2,671+50.2% | $4,083-1.7% | $4,212-4.8% |
| Admin fee / account holder | $35,204 | $4,497+682.9% | $6,065+480.5% | $7,344+379.4% |