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 | $54,718 | $53,516+2.2% | $126,539-56.8% | $84,808-35.5% |
| Participation rate | 8.5% | 58.2%-49.7pp | 69.8%-61.3pp | 68.3%-59.8pp |
| Annual return | 14.08% | 58.34%-44.3pp | 425.95%-411.9pp | 40.90%-26.8pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,410 | $2,671-47.2% | $4,083-65.5% | $4,212-66.5% |
| Admin fee / account holder | $55,915 | $4,497+1143.5% | $6,065+822.0% | $7,344+661.4% |