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 | $88,647 | $83,902+5.7% | $167,512-47.1% | $84,808+4.5% |
| Participation rate | 48.8% | 66.5%-17.7pp | 77.1%-28.3pp | 68.3%-19.5pp |
| Annual return | 19.16% | 91.55%-72.4pp | 1615.79%-1596.6pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,676 | $2,264-26.0% | $3,882-56.8% | $2,631-36.3% |
| Participant deferral / active EE | $2,201 | $4,442-50.5% | $6,405-65.6% | $4,212-47.7% |
| Admin fee / account holder | $1,958 | $7,915-75.3% | $9,769-80.0% | $7,344-73.3% |