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 | $64,665 | $58,208+11.1% | $81,812-21.0% | $80,856-20.0% |
| Participation rate | 50.0% | 63.4%-13.4pp | 72.3%-22.3pp | 67.6%-17.6pp |
| Annual return | 31.95% | 41.66%-9.7pp | 773.79%-741.8pp | 35.59%-3.6pp |
| Employer contribution / active EE | $2,341 | $2,3400% | $2,912-19.6% | $2,755-15.0% |
| Participant deferral / active EE | $4,713 | $3,281+43.6% | $4,319+9.1% | $4,296+9.7% |
| Admin fee / account holder | $11,871 | $4,981+138.3% | $7,386+60.7% | $6,918+71.6% |