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 | $75,030 | $59,417+26.3% | $93,606-19.8% | $74,495+0.7% |
| Participation rate | 28.6% | 59.7%-31.1pp | 68.7%-40.1pp | 67.2%-38.6pp |
| Annual return | 16.78% | 81.83%-65.1pp | 133.20%-116.4pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $1,768 | $1,264+40.0% | $2,420-26.9% | $2,623-32.6% |
| Participant deferral / active EE | $3,263 | $3,050+7.0% | $4,411-26.0% | $4,346-24.9% |
| Admin fee / account holder | $14,358 | $3,021+375.2% | $8,285+73.3% | $1,942+639.5% |