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 | $66,852 | $111,724-40.2% | $93,606-28.6% | $145,922-54.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 13.58% | 202.98%-189.4pp | 133.20%-119.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,938 | $3,090-37.3% | $2,420-19.9% | $4,660-58.4% |
| Participant deferral / active EE | $3,100 | $4,912-36.9% | $4,411-29.7% | $6,688-53.6% |
| Admin fee / account holder | $99,128 | $10,250+867.1% | $8,285+1096.5% | $13,397+639.9% |