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 | $77,257 | $156,846-50.7% | $121,098-36.2% | $139,434-44.6% |
| Participation rate | 42.9% | 76.4%-33.6pp | 69.5%-26.6pp | 80.3%-37.5pp |
| Annual return | 15.11% | 1474.56%-1459.4pp | 985.75%-970.6pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,113 | $5,536-79.9% | $4,164-73.3% | $4,751-76.6% |
| Participant deferral / active EE | $2,523 | $4,844-47.9% | $4,080-38.2% | $6,710-62.4% |
| Admin fee / account holder | $31,273 | $6,946+350.3% | $5,644+454.0% | $11,403+174.3% |