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 | $75,187 | $65,561+14.7% | $86,188-12.8% | $75,1630% |
| Participation rate | 28.2% | 60.5%-32.3pp | 69.0%-40.8pp | 67.2%-39.0pp |
| Annual return | 13.52% | 46.05%-32.5pp | 1168.45%-1154.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,833 | $3,024-39.4% | $3,985-54.0% | $4,125-55.6% |
| Admin fee / account holder | $3,547 | $5,474-35.2% | $6,852-48.2% | $5,651-37.2% |