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 | $62,889 | $60,124+4.6% | $90,404-30.4% | $79,858-21.2% |
| Participation rate | 59.0% | 65.0%-6.0pp | 72.7%-13.7pp | 69.6%-10.7pp |
| Annual return | 13.52% | 71.94%-58.4pp | 1293.02%-1279.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $489 | $2,068-76.3% | $3,262-85.0% | $2,471-80.2% |
| Participant deferral / active EE | $1,409 | $2,938-52.1% | $3,963-64.5% | $3,740-62.3% |
| Admin fee / account holder | $2,305 | $3,976-42.0% | $5,611-58.9% | $5,306-56.6% |