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 | $131,931 | $83,902+57.2% | $167,512-21.2% | $84,808+55.6% |
| Participation rate | 54.7% | 66.5%-11.8pp | 77.1%-22.4pp | 68.3%-13.7pp |
| Annual return | 15.70% | 91.55%-75.8pp | 1615.79%-1600.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,553 | $2,264-31.4% | $3,882-60.0% | $2,631-41.0% |
| Participant deferral / active EE | $3,194 | $4,442-28.1% | $6,405-50.1% | $4,212-24.2% |
| Admin fee / account holder | $11,472 | $7,915+44.9% | $9,769+17.4% | $7,344+56.2% |