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 | $86,460 | $55,415+56.0% | $155,509-44.4% | $74,495+16.1% |
| Participation rate | 44.3% | 61.9%-17.6pp | 78.2%-33.8pp | 67.2%-22.9pp |
| Annual return | 11.51% | 268.50%-257.0pp | 64.67%-53.2pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $922 | $2,267-59.3% | $4,672-80.3% | $2,623-64.8% |
| Participant deferral / active EE | $3,285 | $2,836+15.8% | $5,626-41.6% | $4,346-24.4% |
| Admin fee / account holder | $4,791 | $1,738+175.6% | $15,912-69.9% | $1,942+146.7% |