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 | $67,332 | $58,208+15.7% | $81,812-17.7% | $80,856-16.7% |
| Participation rate | 54.5% | 63.4%-8.9pp | 72.3%-17.8pp | 67.6%-13.1pp |
| Annual return | 12.44% | 41.66%-29.2pp | 773.79%-761.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,728 | $2,340-26.2% | $2,912-40.7% | $2,755-37.3% |
| Participant deferral / active EE | $2,508 | $3,281-23.6% | $4,319-41.9% | $4,296-41.6% |
| Admin fee / account holder | $11,455 | $4,981+130.0% | $7,386+55.1% | $6,918+65.6% |