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 | $82,766 | $72,177+14.7% | $115,037-28.1% | $59,632+38.8% |
| Participation rate | 69.2% | 72.6%-3.3pp | 81.4%-12.1pp | 68.7%+0.6pp |
| Annual return | 7.94% | 12.02%-4.1pp | 26.14%-18.2pp | 2041.28%-2033.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,726 | $4,783-1.2% | $6,026-21.6% | $3,192+48.1% |
| Admin fee / account holder | $1,731 | $4,927-64.9% | $8,175-78.8% | $4,297-59.7% |