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 | $102,799 | $30,588+236.1% | $53,898+90.7% | $85,563+20.1% |
| Participation rate | 17.2% | 26.3%-9.2pp | 55.0%-37.8pp | 66.0%-48.8pp |
| Annual return | 14.37% | 50.42%-36.0pp | 528.60%-514.2pp | 31.51%-17.1pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $642 | $848-24.3% | $1,826-64.9% | $4,375-85.3% |
| Admin fee / account holder | $5,621 | $1,879+199.1% | $2,491+125.7% | $834+573.8% |