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 | $104,075 | $81,625+27.5% | $167,512-37.9% | $74,304+40.1% |
| Participation rate | 26.7% | 60.0%-33.4pp | 77.1%-50.4pp | 60.3%-33.7pp |
| Annual return | 15.04% | 26.09%-11.1pp | 1615.79%-1600.8pp | 29.43%-14.4pp |
| Employer contribution / active EE | $0 | $2,010-100.0% | $3,882-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,162 | $4,115-47.5% | $6,405-66.2% | $3,767-42.6% |
| Admin fee / account holder | $1,184 | $3,474-65.9% | $9,769-87.9% | $2,969-60.1% |