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 | $83,001 | $48,230+72.1% | $67,502+23.0% | $80,856+2.7% |
| Participation rate | 56.5% | 66.4%-9.8pp | 72.9%-16.4pp | 67.6%-11.1pp |
| Annual return | 15.59% | 18.28%-2.7pp | 3512.12%-3496.5pp | 35.59%-20.0pp |
| Employer contribution / active EE | $988 | $2,020-51.1% | $2,731-63.8% | $2,755-64.1% |
| Participant deferral / active EE | $2,456 | $2,924-16.0% | $4,000-38.6% | $4,296-42.8% |
| Admin fee / account holder | $850 | $3,681-76.9% | $3,998-78.7% | $6,918-87.7% |