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 | $62,289 | $39,019+59.6% | $80,716-22.8% | $85,850-27.4% |
| Participation rate | 40.0% | 41.5%-1.5pp | 54.2%-14.2pp | 69.3%-29.3pp |
| Annual return | 19.02% | 26.27%-7.3pp | 87.28%-68.3pp | 318.53%-299.5pp |
| Employer contribution / active EE | $374 | $722-48.1% | $1,160-67.7% | $2,565-85.4% |
| Participant deferral / active EE | $1,776 | $1,326+34.0% | $2,146-17.2% | $3,952-55.1% |
| Admin fee / account holder | $17,089 | $2,431+603.0% | $3,380+405.6% | $6,260+173.0% |