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 | $98,863 | $102,317-3.4% | $146,958-32.7% | $80,856+22.3% |
| Participation rate | 35.3% | 75.8%-40.5pp | 82.2%-46.9pp | 67.6%-32.3pp |
| Annual return | 13.29% | 134.76%-121.5pp | 418.34%-405.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,198 | $3,713-13.9% | $4,933-35.2% | $2,755+16.1% |
| Participant deferral / active EE | $4,203 | $6,644-36.7% | $8,070-47.9% | $4,296-2.2% |
| Admin fee / account holder | $24,082 | $7,941+203.2% | $12,998+85.3% | $6,918+248.1% |