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 | $109,298 | $81,625+33.9% | $167,512-34.8% | $74,304+47.1% |
| Participation rate | 48.5% | 60.0%-11.6pp | 77.1%-28.6pp | 60.3%-11.9pp |
| Annual return | 15.53% | 26.09%-10.6pp | 1615.79%-1600.3pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,266 | $2,010-37.0% | $3,882-67.4% | $2,241-43.5% |
| Participant deferral / active EE | $2,973 | $4,115-27.7% | $6,405-53.6% | $3,767-21.1% |
| Admin fee / account holder | $9,836 | $3,474+183.1% | $9,769+0.7% | $2,969+231.3% |