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 | $59,325 | $49,173+20.6% | $121,098-51.0% | $75,163-21.1% |
| Participation rate | 47.5% | 55.4%-7.9pp | 69.5%-22.0pp | 67.2%-19.7pp |
| Annual return | 14.50% | 55.99%-41.5pp | 985.75%-971.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,212 | $1,546-21.6% | $4,164-70.9% | $2,670-54.6% |
| Participant deferral / active EE | $2,768 | $2,628+5.3% | $4,080-32.2% | $4,125-32.9% |
| Admin fee / account holder | $10,057 | $3,942+155.1% | $5,644+78.2% | $5,651+78.0% |