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 | $97,132 | $48,570+100.0% | $130,648-25.7% | $72,985+33.1% |
| Participation rate | 35.9% | 58.6%-22.6pp | 71.7%-35.8pp | 69.5%-33.5pp |
| Annual return | 18.18% | 38.63%-20.4pp | 1708.96%-1690.8pp | 81.00%-62.8pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,727 | $2,384-27.6% | $3,603-52.1% | $3,607-52.1% |
| Admin fee / account holder | $10,259 | $3,549+189.1% | $5,464+87.7% | $5,124+100.2% |