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 | $109,975 | $83,902+31.1% | $167,512-34.3% | $84,808+29.7% |
| Participation rate | 51.9% | 66.5%-14.6pp | 77.1%-25.2pp | 68.3%-16.5pp |
| Annual return | 14.60% | 91.55%-76.9pp | 1615.79%-1601.2pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,280 | $2,264-43.4% | $3,882-67.0% | $2,631-51.3% |
| Participant deferral / active EE | $4,020 | $4,442-9.5% | $6,405-37.2% | $4,212-4.6% |
| Admin fee / account holder | $3,921 | $7,915-50.5% | $9,769-59.9% | $7,344-46.6% |