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 | $98,285 | $105,998-7.3% | $92,233+6.6% | $147,584-33.4% |
| Participation rate | 61.1% | 80.4%-19.3pp | 76.5%-15.4pp | 82.8%-21.7pp |
| Annual return | 19.12% | 50.05%-30.9pp | 176.28%-157.2pp | 578.55%-559.4pp |
| Employer contribution / active EE | $1,967 | $4,333-54.6% | $3,679-46.5% | $4,876-59.7% |
| Participant deferral / active EE | $5,177 | $4,478+15.6% | $3,897+32.8% | $5,439-4.8% |
| Admin fee / account holder | $2,647 | $6,332-58.2% | $5,194-49.0% | $10,885-75.7% |