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 | $93,818 | $53,516+75.3% | $126,539-25.9% | $84,808+10.6% |
| Participation rate | 25.5% | 58.2%-32.8pp | 69.8%-44.4pp | 68.3%-42.9pp |
| Annual return | 15.18% | 58.34%-43.2pp | 425.95%-410.8pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $973 | $2,671-63.6% | $4,083-76.2% | $4,212-76.9% |
| Admin fee / account holder | $1,233 | $4,497-72.6% | $6,065-79.7% | $7,344-83.2% |