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 | $63,202 | $81,625-22.6% | $167,512-62.3% | $74,304-14.9% |
| Participation rate | 39.5% | 60.0%-20.5pp | 77.1%-37.5pp | 60.3%-20.8pp |
| Annual return | 16.94% | 26.09%-9.2pp | 1615.79%-1598.9pp | 29.43%-12.5pp |
| Employer contribution / active EE | $459 | $2,010-77.2% | $3,882-88.2% | $2,241-79.5% |
| Participant deferral / active EE | $2,090 | $4,115-49.2% | $6,405-67.4% | $3,767-44.5% |
| Admin fee / account holder | $12,471 | $3,474+258.9% | $9,769+27.7% | $2,969+320.1% |