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 | $83,863 | $27,915+200.4% | $58,482+43.4% | $75,163+11.6% |
| Participation rate | 18.9% | 38.8%-19.9pp | 50.9%-31.9pp | 67.2%-48.3pp |
| Annual return | 19.89% | 44.20%-24.3pp | 4239.32%-4219.4pp | 160.62%-140.7pp |
| Employer contribution / active EE | $555 | $669-17.1% | $1,053-47.3% | $2,670-79.2% |
| Participant deferral / active EE | $1,168 | $1,201-2.7% | $1,924-39.3% | $4,125-71.7% |
| Admin fee / account holder | $3,570 | $1,726+106.9% | $2,516+41.9% | $5,651-36.8% |