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 | $89,168 | $59,417+50.1% | $93,606-4.7% | $74,495+19.7% |
| Participation rate | 54.2% | 59.7%-5.5pp | 68.7%-14.5pp | 67.2%-13.0pp |
| Annual return | 14.65% | 81.83%-67.2pp | 133.20%-118.5pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $814 | $1,264-35.6% | $2,420-66.3% | $2,623-69.0% |
| Participant deferral / active EE | $3,430 | $3,050+12.5% | $4,411-22.2% | $4,346-21.1% |
| Admin fee / account holder | $7,914 | $3,021+161.9% | $8,285-4.5% | $1,942+307.6% |