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 | $77,827 | $49,173+58.3% | $121,098-35.7% | $75,163+3.5% |
| Participation rate | 69.4% | 55.4%+14.1pp | 69.5%0pp | 67.2%+2.3pp |
| Annual return | 26.77% | 55.99%-29.2pp | 985.75%-959.0pp | 160.62%-133.9pp |
| Employer contribution / active EE | $1,405 | $1,546-9.1% | $4,164-66.3% | $2,670-47.4% |
| Participant deferral / active EE | $4,326 | $2,628+64.6% | $4,080+6.0% | $4,125+4.9% |
| Admin fee / account holder | $1,105 | $3,942-72.0% | $5,644-80.4% | $5,651-80.4% |