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 | $66,312 | $57,281+15.8% | $86,612-23.4% | $75,163-11.8% |
| Participation rate | 48.5% | 63.2%-14.7pp | 71.7%-23.2pp | 67.2%-18.7pp |
| Annual return | 17.97% | 2670.75%-2652.8pp | 591.07%-573.1pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,190 | $2,314-48.6% | $3,022-60.6% | $2,670-55.4% |
| Participant deferral / active EE | $2,961 | $3,318-10.8% | $4,438-33.3% | $4,125-28.2% |
| Admin fee / account holder | $16,065 | $4,112+290.7% | $5,614+186.1% | $5,651+184.3% |