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 | $92,815 | $60,124+54.4% | $90,404+2.7% | $79,858+16.2% |
| Participation rate | 63.6% | 65.0%-1.3pp | 72.7%-9.0pp | 69.6%-6.0pp |
| Annual return | 15.07% | 71.94%-56.9pp | 1293.02%-1277.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,608 | $2,068-22.2% | $3,262-50.7% | $2,471-34.9% |
| Participant deferral / active EE | $2,687 | $2,938-8.6% | $3,963-32.2% | $3,740-28.2% |
| Admin fee / account holder | $4,584 | $3,976+15.3% | $5,611-18.3% | $5,306-13.6% |