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 | $72,240 | $83,902-13.9% | $167,512-56.9% | $84,808-14.8% |
| Participation rate | 62.2% | 66.5%-4.3pp | 77.1%-14.9pp | 68.3%-6.1pp |
| Annual return | 17.96% | 91.55%-73.6pp | 1615.79%-1597.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,964 | $2,264+30.9% | $3,882-23.6% | $2,631+12.7% |
| Participant deferral / active EE | $4,962 | $4,442+11.7% | $6,405-22.5% | $4,212+17.8% |
| Admin fee / account holder | $1,302 | $7,915-83.5% | $9,769-86.7% | $7,344-82.3% |