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 | $107,534 | $83,902+28.2% | $167,512-35.8% | $84,808+26.8% |
| Participation rate | 50.6% | 66.5%-15.8pp | 77.1%-26.4pp | 68.3%-17.7pp |
| Annual return | 13.68% | 91.55%-77.9pp | 1615.79%-1602.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $694 | $2,264-69.4% | $3,882-82.1% | $2,631-73.6% |
| Participant deferral / active EE | $3,545 | $4,442-20.2% | $6,405-44.6% | $4,212-15.8% |
| Admin fee / account holder | $20,091 | $7,915+153.8% | $9,769+105.7% | $7,344+173.6% |