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 | $93,233 | $74,888+24.5% | $71,209+30.9% | $142,382-34.5% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.1%-25.6pp |
| Annual return | 13.46% | 345.14%-331.7pp | 282.51%-269.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $740 | $2,854-74.1% | $2,721-72.8% | $4,299-82.8% |
| Participant deferral / active EE | $4,868 | $4,454+9.3% | $4,175+16.6% | $6,507-25.2% |
| Admin fee / account holder | $39,182 | $5,568+603.7% | $5,349+632.5% | $12,624+210.4% |