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 | $97,147 | $65,409+48.5% | $98,442-1.3% | $85,850+13.2% |
| Participation rate | 56.3% | 65.0%-8.7pp | 73.3%-17.1pp | 69.3%-13.1pp |
| Annual return | 13.48% | 21.76%-8.3pp | 1492.73%-1479.2pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,499 | $2,168-30.9% | $2,960-49.4% | $2,565-41.6% |
| Participant deferral / active EE | $3,002 | $3,166-5.2% | $4,276-29.8% | $3,952-24.0% |
| Admin fee / account holder | $1,341 | $4,593-70.8% | $5,949-77.5% | $6,260-78.6% |