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 | $98,423 | $58,208+69.1% | $81,812+20.3% | $80,856+21.7% |
| Participation rate | 47.1% | 63.4%-16.4pp | 72.3%-25.3pp | 67.6%-20.6pp |
| Annual return | 16.14% | 41.66%-25.5pp | 773.79%-757.6pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,381 | $2,340+1.8% | $2,912-18.2% | $2,755-13.6% |
| Participant deferral / active EE | $6,550 | $3,281+99.6% | $4,319+51.7% | $4,296+52.5% |
| Admin fee / account holder | $50,411 | $4,981+912.0% | $7,386+582.5% | $6,918+628.7% |