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 | $58,036 | $55,415+4.7% | $155,509-62.7% | $74,495-22.1% |
| Participation rate | 40.0% | 61.9%-21.9pp | 78.2%-38.2pp | 67.2%-27.2pp |
| Annual return | 14.18% | 268.50%-254.3pp | 64.67%-50.5pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $742 | $2,267-67.3% | $4,672-84.1% | $2,623-71.7% |
| Participant deferral / active EE | $1,429 | $2,836-49.6% | $5,626-74.6% | $4,346-67.1% |
| Admin fee / account holder | $2,034 | $1,738+17.0% | $15,912-87.2% | $1,942+4.7% |