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 | $65,946 | $53,516+23.2% | $126,539-47.9% | $84,808-22.2% |
| Participation rate | 41.5% | 58.2%-16.8pp | 69.8%-28.4pp | 68.3%-26.8pp |
| Annual return | 17.28% | 58.34%-41.1pp | 425.95%-408.7pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,299 | $1,535+49.8% | $3,674-37.4% | $2,631-12.6% |
| Participant deferral / active EE | $3,764 | $2,671+40.9% | $4,083-7.8% | $4,212-10.6% |
| Admin fee / account holder | $30,431 | $4,497+576.8% | $6,065+401.8% | $7,344+314.4% |