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 | $83,183 | $102,616-18.9% | $81,983+1.5% | $158,922-47.7% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | 10.21% | 61.04%-50.8pp | 41.31%-31.1pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,356 | $3,240-58.1% | $2,498-45.7% | $4,761-71.5% |
| Participant deferral / active EE | $4,863 | $4,648+4.6% | $3,722+30.7% | $5,982-18.7% |
| Admin fee / account holder | $2,519 | $8,235-69.4% | $5,664-55.5% | $11,246-77.6% |