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 | $88,575 | $74,888+18.3% | $71,209+24.4% | $142,382-37.8% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.1%-24.6pp |
| Annual return | 14.58% | 345.14%-330.6pp | 282.51%-267.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,490 | $2,854-47.8% | $2,721-45.2% | $4,299-65.3% |
| Participant deferral / active EE | $1,490 | $4,454-66.5% | $4,175-64.3% | $6,507-77.1% |
| Admin fee / account holder | $1,926 | $5,568-65.4% | $5,349-64.0% | $12,624-84.7% |