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 | $78,353 | $60,323+29.9% | $81,812-4.2% | $74,495+5.2% |
| Participation rate | 47.3% | 62.9%-15.5pp | 72.3%-25.0pp | 67.2%-19.9pp |
| Annual return | 36.03% | 16.90%+19.1pp | 773.79%-737.8pp | 1364.94%-1328.9pp |
| Employer contribution / active EE | $1,804 | $2,620-31.2% | $2,912-38.1% | $2,623-31.2% |
| Participant deferral / active EE | $3,368 | $3,387-0.6% | $4,319-22.0% | $4,346-22.5% |
| Admin fee / account holder | $504 | $1,486-66.1% | $7,386-93.2% | $1,942-74.1% |