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 | $91,605 | $34,934+162.2% | $56,411+62.4% | $74,495+23.0% |
| Participation rate | 12.0% | 32.8%-20.9pp | 52.5%-40.5pp | 67.2%-55.2pp |
| Annual return | 10.92% | 25.94%-15.0pp | 1701.33%-1690.4pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $754 | $1,170-35.6% | $1,952-61.4% | $4,346-82.6% |
| Admin fee / account holder | $35,849 | $2,364+1416.6% | $2,829+1167.3% | $1,942+1746.3% |