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 | $75,745 | $102,317-26.0% | $146,958-48.5% | $80,856-6.3% |
| Participation rate | 53.7% | 75.8%-22.2pp | 82.2%-28.5pp | 67.6%-14.0pp |
| Annual return | 14.44% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,214 | $3,713-40.4% | $4,933-55.1% | $2,755-19.6% |
| Participant deferral / active EE | $4,955 | $6,644-25.4% | $8,070-38.6% | $4,296+15.4% |
| Admin fee / account holder | $17,786 | $7,941+124.0% | $12,998+36.8% | $6,918+157.1% |