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 | $84,282 | $102,616-17.9% | $81,983+2.8% | $158,922-47.0% |
| Participation rate | 65.2% | 75.5%-10.3pp | 69.2%-4.0pp | 82.0%-16.7pp |
| Annual return | 14.78% | 61.04%-46.3pp | 41.31%-26.5pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,681 | $3,240-48.1% | $2,498-32.7% | $4,761-64.7% |
| Participant deferral / active EE | $2,311 | $4,648-50.3% | $3,722-37.9% | $5,982-61.4% |
| Admin fee / account holder | $1,627 | $8,235-80.2% | $5,664-71.3% | $11,246-85.5% |