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 | $81,587 | $105,998-23.0% | $92,233-11.5% | $147,584-44.7% |
| Participation rate | 31.6% | 80.4%-48.8pp | 76.5%-44.9pp | 82.8%-51.2pp |
| Annual return | 15.46% | 50.05%-34.6pp | 176.28%-160.8pp | 578.55%-563.1pp |
| Employer contribution / active EE | $894 | $4,333-79.4% | $3,679-75.7% | $4,876-81.7% |
| Participant deferral / active EE | $1,925 | $4,478-57.0% | $3,897-50.6% | $5,439-64.6% |
| Admin fee / account holder | $2,872 | $6,332-54.6% | $5,194-44.7% | $10,885-73.6% |