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 | $86,572 | $80,724+7.2% | $103,333-16.2% | $74,495+16.2% |
| Participation rate | 38.2% | 65.7%-27.5pp | 74.5%-36.3pp | 67.2%-29.0pp |
| Annual return | 13.82% | 27.56%-13.7pp | 24.88%-11.1pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,477 | $3,157-53.2% | $3,868-61.8% | $2,623-43.7% |
| Participant deferral / active EE | $3,859 | $3,8600% | $5,057-23.7% | $4,346-11.2% |
| Admin fee / account holder | $26,194 | $2,368+1006.1% | $8,355+213.5% | $1,942+1249.0% |