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 | $85,546 | $70,756+20.9% | $65,493+30.6% | $142,382-39.9% |
| Participation rate | 46.7% | 77.4%-30.7pp | 73.1%-26.4pp | 80.1%-33.5pp |
| Annual return | 12.89% | 1754.89%-1742.0pp | 982.45%-969.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $909 | $2,881-68.5% | $2,574-64.7% | $4,299-78.9% |
| Participant deferral / active EE | $2,058 | $4,637-55.6% | $3,961-48.1% | $6,507-68.4% |
| Admin fee / account holder | $13,186 | $6,559+101.0% | $5,028+162.2% | $12,624+4.5% |