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 3-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 | $95,802 | $117,841-18.7% | $102,423-6.5% | $145,922-34.3% |
| Participation rate | 57.1% | 78.6%-21.4pp | 76.5%-19.3pp | 80.3%-23.1pp |
| Annual return | 47.28% | 31.65%+15.6pp | 29.32%+18.0pp | 561.29%-514.0pp |
| Employer contribution / active EE | $1,824 | $3,615-49.6% | $3,023-39.7% | $4,660-60.9% |
| Participant deferral / active EE | $9,977 | $5,731+74.1% | $5,053+97.5% | $6,688+49.2% |
| Admin fee / account holder | $1,853 | $13,326-86.1% | $9,451-80.4% | $13,397-86.2% |