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 | $81,918 | $83,902-2.4% | $167,512-51.1% | $84,808-3.4% |
| Participation rate | 66.7% | 66.5%+0.2pp | 77.1%-10.4pp | 68.3%-1.6pp |
| Annual return | 14.30% | 91.55%-77.2pp | 1615.79%-1601.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $863 | $2,264-61.9% | $3,882-77.8% | $2,631-67.2% |
| Participant deferral / active EE | $4,526 | $4,442+1.9% | $6,405-29.3% | $4,212+7.5% |
| Admin fee / account holder | $7,749 | $7,915-2.1% | $9,769-20.7% | $7,344+5.5% |