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 | $87,570 | $65,409+33.9% | $98,442-11.0% | $85,850+2.0% |
| Participation rate | 32.1% | 65.0%-32.9pp | 73.3%-41.2pp | 69.3%-37.2pp |
| Annual return | 14.48% | 21.76%-7.3pp | 1492.73%-1478.2pp | 318.53%-304.1pp |
| Employer contribution / active EE | $239 | $2,168-89.0% | $2,960-91.9% | $2,565-90.7% |
| Participant deferral / active EE | $3,915 | $3,166+23.6% | $4,276-8.4% | $3,952-0.9% |
| Admin fee / account holder | $901 | $4,593-80.4% | $5,949-84.9% | $6,260-85.6% |