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 | $63,660 | $34,934+82.2% | $56,411+12.9% | $74,495-14.5% |
| Participation rate | 33.3% | 32.8%+0.5pp | 52.5%-19.1pp | 67.2%-33.9pp |
| Annual return | 14.20% | 25.94%-11.7pp | 1701.33%-1687.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,012 | $609+66.1% | $1,039-2.6% | $2,623-61.4% |
| Participant deferral / active EE | $2,231 | $1,170+90.7% | $1,952+14.3% | $4,346-48.7% |
| Admin fee / account holder | $3,648 | $2,364+54.3% | $2,829+29.0% | $1,942+87.9% |