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 | $72,637 | $48,570+49.6% | $130,648-44.4% | $72,985-0.5% |
| Participation rate | 32.3% | 58.6%-26.3pp | 71.7%-39.5pp | 69.5%-37.2pp |
| Annual return | 20.81% | 38.63%-17.8pp | 1708.96%-1688.1pp | 81.00%-60.2pp |
| Employer contribution / active EE | $630 | $1,334-52.8% | $4,092-84.6% | $2,440-74.2% |
| Participant deferral / active EE | $1,592 | $2,384-33.2% | $3,603-55.8% | $3,607-55.9% |
| Admin fee / account holder | $6,692 | $3,549+88.6% | $5,464+22.5% | $5,124+30.6% |