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 | $83,963 | $72,400+16.0% | $67,502+24.4% | $145,922-42.5% |
| Participation rate | 46.2% | 76.9%-30.7pp | 72.9%-26.7pp | 80.3%-34.1pp |
| Annual return | 12.73% | 7182.46%-7169.7pp | 3512.12%-3499.4pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,255 | $3,069-26.5% | $2,731-17.4% | $4,660-51.6% |
| Participant deferral / active EE | $3,700 | $4,783-22.6% | $4,000-7.5% | $6,688-44.7% |
| Admin fee / account holder | $6,050 | $5,539+9.2% | $3,998+51.3% | $13,397-54.8% |