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 | $86,798 | $52,519+65.3% | $155,790-44.3% | $59,632+45.6% |
| Participation rate | 69.2% | 61.7%+7.5pp | 76.1%-6.9pp | 68.7%+0.6pp |
| Annual return | 1.12% | 53.51%-52.4pp | 71.54%-70.4pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $669 | $1,589-57.9% | $3,836-82.6% | $2,203-69.6% |
| Participant deferral / active EE | $6,063 | $3,084+96.6% | $4,797+26.4% | $3,192+90.0% |
| Admin fee / account holder | $1,214 | $3,540-65.7% | $7,478-83.8% | $4,297-71.7% |