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 | $92,270 | $55,415+66.5% | $155,509-40.7% | $74,495+23.9% |
| Participation rate | 51.6% | 61.9%-10.3pp | 78.2%-26.6pp | 67.2%-15.6pp |
| Annual return | 17.12% | 268.50%-251.4pp | 64.67%-47.5pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $507 | $2,267-77.7% | $4,672-89.2% | $2,623-80.7% |
| Participant deferral / active EE | $7,440 | $2,836+162.3% | $5,626+32.2% | $4,346+71.2% |
| Admin fee / account holder | $2,212 | $1,738+27.3% | $15,912-86.1% | $1,942+13.9% |