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 | $123,215 | $102,317+20.4% | $146,958-16.2% | $80,856+52.4% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 22.04% | 134.76%-112.7pp | 418.34%-396.3pp | 35.59%-13.6pp |
| Employer contribution / active EE | $1,282 | $3,713-65.5% | $4,933-74.0% | $2,755-53.5% |
| Participant deferral / active EE | $3,519 | $6,644-47.0% | $8,070-56.4% | $4,296-18.1% |
| Admin fee / account holder | $1,553 | $7,941-80.4% | $12,998-88.1% | $6,918-77.5% |