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 | $85,623 | $53,516+60.0% | $126,539-32.3% | $84,808+1.0% |
| Participation rate | 40.0% | 58.2%-18.2pp | 69.8%-29.8pp | 68.3%-28.3pp |
| Annual return | 14.79% | 58.34%-43.6pp | 425.95%-411.2pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,445 | $1,535-5.8% | $3,674-60.7% | $2,631-45.1% |
| Participant deferral / active EE | $2,865 | $2,671+7.3% | $4,083-29.8% | $4,212-32.0% |
| Admin fee / account holder | $25,262 | $4,497+461.8% | $6,065+316.5% | $7,344+244.0% |