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 | $77,964 | $65,409+19.2% | $98,442-20.8% | $85,850-9.2% |
| Participation rate | 62.5% | 65.0%-2.5pp | 73.3%-10.8pp | 69.3%-6.8pp |
| Annual return | 14.79% | 21.76%-7.0pp | 1492.73%-1477.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,747 | $2,168-19.4% | $2,960-41.0% | $2,565-31.9% |
| Participant deferral / active EE | $1,754 | $3,166-44.6% | $4,276-59.0% | $3,952-55.6% |
| Admin fee / account holder | $1,941 | $4,593-57.7% | $5,949-67.4% | $6,260-69.0% |