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 | $94,461 | $80,724+17.0% | $103,333-8.6% | $74,495+26.8% |
| Participation rate | 20.7% | 65.7%-45.0pp | 74.5%-53.8pp | 67.2%-46.5pp |
| Annual return | 14.91% | 27.56%-12.6pp | 24.88%-10.0pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $911 | $3,157-71.1% | $3,868-76.4% | $2,623-65.3% |
| Participant deferral / active EE | $1,902 | $3,860-50.7% | $5,057-62.4% | $4,346-56.2% |
| Admin fee / account holder | $5,474 | $2,368+131.2% | $8,355-34.5% | $1,942+181.9% |