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 | $84,361 | $53,516+57.6% | $126,539-33.3% | $84,808-0.5% |
| Participation rate | 49.0% | 58.2%-9.2pp | 69.8%-20.8pp | 68.3%-19.3pp |
| Annual return | 43.34% | 58.34%-15.0pp | 425.95%-382.6pp | 40.90%+2.4pp |
| Employer contribution / active EE | $1,844 | $1,535+20.1% | $3,674-49.8% | $2,631-29.9% |
| Participant deferral / active EE | $3,927 | $2,671+47.0% | $4,083-3.8% | $4,212-6.8% |
| Admin fee / account holder | $57,856 | $4,497+1186.7% | $6,065+854.0% | $7,344+687.8% |