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 | $78,698 | $69,763+12.8% | $67,502+16.6% | $74,495+5.6% |
| Participation rate | 44.7% | 71.4%-26.7pp | 72.9%-28.2pp | 67.2%-22.5pp |
| Annual return | 15.72% | -40.34%+56.1pp | 3512.12%-3496.4pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $654 | $2,704-75.8% | $2,731-76.0% | $2,623-75.1% |
| Participant deferral / active EE | $1,439 | $3,636-60.4% | $4,000-64.0% | $4,346-66.9% |
| Admin fee / account holder | $3,867 | $896+331.6% | $3,998-3.3% | $1,942+99.1% |