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 | $84,259 | $85,202-1.1% | $172,739-51.2% | $72,985+15.4% |
| Participation rate | 43.6% | 70.1%-26.5pp | 82.6%-39.1pp | 69.5%-25.9pp |
| Annual return | 36.37% | 27.32%+9.1pp | 802.84%-766.5pp | 81.00%-44.6pp |
| Employer contribution / active EE | $1,568 | $3,324-52.8% | $5,143-69.5% | $2,440-35.8% |
| Participant deferral / active EE | $5,658 | $3,260+73.6% | $5,198+8.9% | $3,607+56.9% |
| Admin fee / account holder | $1,460 | $5,884-75.2% | $13,954-89.5% | $5,124-71.5% |