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 | $82,654 | $58,208+42.0% | $81,812+1.0% | $80,856+2.2% |
| Participation rate | 42.6% | 63.4%-20.9pp | 72.3%-29.8pp | 67.6%-25.1pp |
| Annual return | 15.67% | 41.66%-26.0pp | 773.79%-758.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,307 | $2,340-44.1% | $2,912-55.1% | $2,755-52.6% |
| Participant deferral / active EE | $2,925 | $3,281-10.8% | $4,319-32.3% | $4,296-31.9% |
| Admin fee / account holder | $2,870 | $4,981-42.4% | $7,386-61.1% | $6,918-58.5% |