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 | $125,331 | $102,317+22.5% | $146,958-14.7% | $80,856+55.0% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.2%-18.2pp | 67.6%-3.6pp |
| Annual return | 18.84% | 134.76%-115.9pp | 418.34%-399.5pp | 35.59%-16.8pp |
| Employer contribution / active EE | $2,548 | $3,713-31.4% | $4,933-48.3% | $2,755-7.5% |
| Participant deferral / active EE | $7,944 | $6,644+19.6% | $8,070-1.6% | $4,296+84.9% |
| Admin fee / account holder | $48,417 | $7,941+509.7% | $12,998+272.5% | $6,918+599.9% |