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 | $79,032 | $65,409+20.8% | $98,442-19.7% | $85,850-7.9% |
| Participation rate | 26.9% | 65.0%-38.1pp | 73.3%-46.5pp | 69.3%-42.4pp |
| Annual return | 14.41% | 21.76%-7.4pp | 1492.73%-1478.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $604 | $2,168-72.1% | $2,960-79.6% | $2,565-76.5% |
| Participant deferral / active EE | $1,168 | $3,166-63.1% | $4,276-72.7% | $3,952-70.4% |
| Admin fee / account holder | $2,294 | $4,593-50.0% | $5,949-61.4% | $6,260-63.4% |