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 | $76,259 | $60,323+26.4% | $81,812-6.8% | $74,495+2.4% |
| Participation rate | 49.6% | 62.9%-13.3pp | 72.3%-22.7pp | 67.2%-17.6pp |
| Annual return | 14.66% | 16.90%-2.2pp | 773.79%-759.1pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,592 | $2,620-39.2% | $2,912-45.3% | $2,623-39.3% |
| Participant deferral / active EE | $2,698 | $3,387-20.4% | $4,319-37.5% | $4,346-37.9% |
| Admin fee / account holder | $5,595 | $1,486+276.6% | $7,386-24.2% | $1,942+188.2% |