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 | $90,155 | $52,519+71.7% | $155,790-42.1% | $59,632+51.2% |
| Participation rate | 68.4% | 61.7%+6.7pp | 76.1%-7.7pp | 68.7%-0.3pp |
| Annual return | 4.05% | 53.51%-49.5pp | 71.54%-67.5pp | 2041.28%-2037.2pp |
| Employer contribution / active EE | $2,789 | $1,589+75.5% | $3,836-27.3% | $2,203+26.6% |
| Participant deferral / active EE | $7,227 | $3,084+134.3% | $4,797+50.7% | $3,192+126.4% |
| Admin fee / account holder | $14,440 | $3,540+307.9% | $7,478+93.1% | $4,297+236.1% |