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 | $78,741 | $48,795+61.4% | $65,493+20.2% | $84,808-7.2% |
| Participation rate | 54.8% | 67.0%-12.1pp | 73.1%-18.3pp | 68.3%-13.5pp |
| Annual return | 20.27% | 20.20%+0.1pp | 982.45%-962.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,241 | $1,930-35.7% | $2,574-51.8% | $2,631-52.8% |
| Participant deferral / active EE | $3,483 | $2,928+18.9% | $3,961-12.1% | $4,212-17.3% |
| Admin fee / account holder | $27,674 | $3,877+613.8% | $5,028+450.4% | $7,344+276.8% |