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 | $125,958 | $86,286+46.0% | $111,297+13.2% | $85,850+46.7% |
| Participation rate | 34.4% | 73.3%-39.0pp | 77.3%-42.9pp | 69.3%-34.9pp |
| Annual return | 11.42% | 19.99%-8.6pp | 54.65%-43.2pp | 318.53%-307.1pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,094 | $3,641-42.5% | $4,487-53.3% | $3,952-47.0% |
| Admin fee / account holder | $31,110 | $8,188+279.9% | $7,964+290.6% | $6,260+397.0% |