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 | $68,759 | $105,998-35.1% | $92,233-25.5% | $147,584-53.4% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 11.22% | 50.05%-38.8pp | 176.28%-165.1pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,465 | $4,333-66.2% | $3,679-60.2% | $4,876-70.0% |
| Participant deferral / active EE | $3,711 | $4,478-17.1% | $3,897-4.8% | $5,439-31.8% |
| Admin fee / account holder | $1,900 | $6,332-70.0% | $5,194-63.4% | $10,885-82.5% |