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 | $74,953 | $30,588+145.0% | $53,898+39.1% | $85,563-12.4% |
| Participation rate | 4.7% | 26.3%-21.6pp | 55.0%-50.3pp | 66.0%-61.3pp |
| Annual return | 18.47% | 50.42%-31.9pp | 528.60%-510.1pp | 31.51%-13.0pp |
| Employer contribution / active EE | $143 | $436-67.3% | $932-84.7% | $2,654-94.6% |
| Participant deferral / active EE | $285 | $848-66.4% | $1,826-84.4% | $4,375-93.5% |
| Admin fee / account holder | $9,128 | $1,879+385.8% | $2,491+266.5% | $834+994.2% |