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 | $88,290 | $83,902+5.2% | $167,512-47.3% | $84,808+4.1% |
| Participation rate | 53.6% | 66.5%-12.9pp | 77.1%-23.5pp | 68.3%-14.7pp |
| Annual return | 17.39% | 91.55%-74.2pp | 1615.79%-1598.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $930 | $2,264-58.9% | $3,882-76.0% | $2,631-64.7% |
| Participant deferral / active EE | $3,652 | $4,442-17.8% | $6,405-43.0% | $4,212-13.3% |
| Admin fee / account holder | $301 | $7,915-96.2% | $9,769-96.9% | $7,344-95.9% |