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 | $95,506 | $53,127+79.8% | $86,590+10.3% | $70,131+36.2% |
| Participation rate | 53.1% | 65.3%-12.2pp | 73.5%-20.4pp | 69.5%-16.4pp |
| Annual return | 16.01% | 27.66%-11.7pp | 964.84%-948.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,981 | $2,068-4.2% | $2,839-30.2% | $2,342-15.4% |
| Participant deferral / active EE | $3,189 | $2,696+18.3% | $3,609-11.6% | $3,332-4.3% |
| Admin fee / account holder | $27,795 | $3,585+675.2% | $4,906+466.6% | $4,645+498.3% |