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 | $82,404 | $54,701+50.6% | $86,188-4.4% | $71,457+15.3% |
| Participation rate | 53.8% | 60.1%-6.3pp | 69.0%-15.1pp | 67.9%-14.1pp |
| Annual return | 25.30% | 20.06%+5.2pp | 1168.45%-1143.1pp | 28.85%-3.5pp |
| Employer contribution / active EE | $2,200 | $1,265+73.9% | $2,380-7.6% | $2,588-15.0% |
| Participant deferral / active EE | $3,968 | $3,108+27.7% | $3,985-0.4% | $4,289-7.5% |
| Admin fee / account holder | $2,733 | $1,922+42.2% | $6,852-60.1% | $1,587+72.2% |