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 | $90,030 | $70,606+27.5% | $53,898+67.0% | $142,382-36.8% |
| Participation rate | 44.4% | 63.7%-19.3pp | 55.0%-10.5pp | 80.1%-35.7pp |
| Annual return | 11.69% | 619.81%-608.1pp | 528.60%-516.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $750 | $1,202-37.6% | $932-19.5% | $4,299-82.5% |
| Participant deferral / active EE | $6,333 | $2,364+167.9% | $1,826+246.8% | $6,507-2.7% |
| Admin fee / account holder | $2,327 | $2,852-18.4% | $2,491-6.6% | $12,624-81.6% |