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 | $115,012 | $58,208+97.6% | $81,812+40.6% | $80,856+42.2% |
| Participation rate | 52.5% | 63.4%-10.9pp | 72.3%-19.8pp | 67.6%-15.1pp |
| Annual return | 15.87% | 41.66%-25.8pp | 773.79%-757.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,155 | $2,340-50.6% | $2,912-60.3% | $2,755-58.1% |
| Participant deferral / active EE | $2,863 | $3,281-12.7% | $4,319-33.7% | $4,296-33.4% |
| Admin fee / account holder | $36,978 | $4,981+642.3% | $7,386+400.7% | $6,918+434.5% |