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 | $112,495 | $48,570+131.6% | $130,648-13.9% | $72,985+54.1% |
| Participation rate | 53.6% | 58.6%-5.0pp | 71.7%-18.2pp | 69.5%-15.9pp |
| Annual return | 29.06% | 38.63%-9.6pp | 1708.96%-1679.9pp | 81.00%-51.9pp |
| Employer contribution / active EE | $1,064 | $1,334-20.3% | $4,092-74.0% | $2,440-56.4% |
| Participant deferral / active EE | $2,401 | $2,384+0.7% | $3,603-33.4% | $3,607-33.4% |
| Admin fee / account holder | $3,394 | $3,549-4.4% | $5,464-37.9% | $5,124-33.8% |