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 | $77,989 | $65,241+19.5% | $126,539-38.4% | $85,563-8.9% |
| Participation rate | 22.9% | 48.6%-25.8pp | 69.8%-47.0pp | 66.0%-43.1pp |
| Annual return | 16.76% | 42.19%-25.4pp | 425.95%-409.2pp | 31.51%-14.8pp |
| Employer contribution / active EE | $484 | $1,937-75.0% | $3,674-86.8% | $2,654-81.8% |
| Participant deferral / active EE | $1,061 | $3,032-65.0% | $4,083-74.0% | $4,375-75.8% |
| Admin fee / account holder | $5,081 | $1,031+392.8% | $6,065-16.2% | $834+509.1% |