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 | $96,920 | $34,934+177.4% | $56,411+71.8% | $74,495+30.1% |
| Participation rate | 11.1% | 32.8%-21.7pp | 52.5%-41.4pp | 67.2%-56.1pp |
| Annual return | 13.78% | 25.94%-12.2pp | 1701.33%-1687.5pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $119 | $609-80.4% | $1,039-88.5% | $2,623-95.5% |
| Participant deferral / active EE | $673 | $1,170-42.5% | $1,952-65.5% | $4,346-84.5% |
| Admin fee / account holder | $3,875 | $2,364+63.9% | $2,829+37.0% | $1,942+99.5% |