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 | $70,908 | $56,053+26.5% | $75,972-6.7% | $80,856-12.3% |
| Participation rate | 38.5% | 62.0%-23.6pp | 69.1%-30.6pp | 67.6%-29.2pp |
| Annual return | 20.61% | 20.53%+0.1pp | 359.55%-338.9pp | 35.59%-15.0pp |
| Employer contribution / active EE | $1,154 | $1,874-38.4% | $2,685-57.0% | $2,755-58.1% |
| Participant deferral / active EE | $1,803 | $3,052-40.9% | $4,255-57.6% | $4,296-58.0% |
| Admin fee / account holder | $38,732 | $5,234+640.1% | $6,467+499.0% | $6,918+459.9% |