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 | $90,242 | $73,515+22.8% | $62,995+43.3% | $147,584-38.9% |
| Participation rate | 28.6% | 77.9%-49.3pp | 74.8%-46.2pp | 82.8%-54.3pp |
| Annual return | 18.84% | 175.43%-156.6pp | 87.57%-68.7pp | 578.55%-559.7pp |
| Employer contribution / active EE | $587 | $3,320-82.3% | $2,759-78.7% | $4,876-88.0% |
| Participant deferral / active EE | $4,304 | $4,185+2.8% | $3,329+29.3% | $5,439-20.9% |
| Admin fee / account holder | $394 | $5,953-93.4% | $3,600-89.1% | $10,885-96.4% |