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 | $80,553 | $49,173+63.8% | $121,098-33.5% | $75,163+7.2% |
| Participation rate | 42.5% | 55.4%-12.9pp | 69.5%-27.0pp | 67.2%-24.7pp |
| Annual return | 14.69% | 55.99%-41.3pp | 985.75%-971.1pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,524 | $1,546-1.4% | $4,164-63.4% | $2,670-42.9% |
| Participant deferral / active EE | $3,070 | $2,628+16.8% | $4,080-24.8% | $4,125-25.6% |
| Admin fee / account holder | $1,389 | $3,942-64.8% | $5,644-75.4% | $5,651-75.4% |