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 | $81,713 | $102,317-20.1% | $146,958-44.4% | $80,856+1.1% |
| Participation rate | 48.9% | 75.8%-26.9pp | 82.2%-33.2pp | 67.6%-18.7pp |
| Annual return | 13.03% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,436 | $3,713-61.3% | $4,933-70.9% | $2,755-47.9% |
| Participant deferral / active EE | $3,632 | $6,644-45.3% | $8,070-55.0% | $4,296-15.5% |
| Admin fee / account holder | $12,435 | $7,941+56.6% | $12,998-4.3% | $6,918+79.8% |