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 | $74,106 | $51,576+43.7% | $129,207-42.6% | $80,856-8.3% |
| Participation rate | 36.7% | 57.0%-20.3pp | 69.6%-32.9pp | 67.6%-30.9pp |
| Annual return | 14.40% | 20.81%-6.4pp | 9417.33%-9402.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $977 | $1,584-38.3% | $4,153-76.5% | $2,755-64.5% |
| Participant deferral / active EE | $1,860 | $2,669-30.3% | $4,168-55.4% | $4,296-56.7% |
| Admin fee / account holder | $54,385 | $4,305+1163.3% | $7,715+605.0% | $6,918+686.1% |