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 | $87,285 | $60,124+45.2% | $90,404-3.4% | $79,858+9.3% |
| Participation rate | 15.6% | 65.0%-49.4pp | 72.7%-57.1pp | 69.6%-54.1pp |
| Annual return | 12.75% | 71.94%-59.2pp | 1293.02%-1280.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $293 | $2,068-85.8% | $3,262-91.0% | $2,471-88.1% |
| Participant deferral / active EE | $959 | $2,938-67.4% | $3,963-75.8% | $3,740-74.4% |
| Admin fee / account holder | $11,446 | $3,976+187.9% | $5,611+104.0% | $5,306+115.7% |