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 | $98,928 | $59,417+66.5% | $93,606+5.7% | $74,495+32.8% |
| Participation rate | 35.0% | 59.7%-24.6pp | 68.7%-33.7pp | 67.2%-32.2pp |
| Annual return | 12.95% | 81.83%-68.9pp | 133.20%-120.2pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,358 | $3,050-22.7% | $4,411-46.5% | $4,346-45.7% |
| Admin fee / account holder | $17,543 | $3,021+480.6% | $8,285+111.7% | $1,942+803.5% |