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 | $94,013 | $60,124+56.4% | $90,404+4.0% | $79,858+17.7% |
| Participation rate | 32.4% | 65.0%-32.5pp | 72.7%-40.3pp | 69.6%-37.2pp |
| Annual return | 21.47% | 71.94%-50.5pp | 1293.02%-1271.5pp | 31.71%-10.2pp |
| Employer contribution / active EE | $522 | $2,068-74.8% | $3,262-84.0% | $2,471-78.9% |
| Participant deferral / active EE | $1,800 | $2,938-38.7% | $3,963-54.6% | $3,740-51.9% |
| Admin fee / account holder | $4,214 | $3,976+6.0% | $5,611-24.9% | $5,306-20.6% |