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 | $92,873 | $104,486-11.1% | $76,817+20.9% | $152,861-39.2% |
| Participation rate | 44.4% | 76.6%-32.1pp | 72.1%-27.6pp | 82.4%-38.0pp |
| Annual return | 16.20% | 1013.37%-997.2pp | 1166.11%-1149.9pp | 345.32%-329.1pp |
| Employer contribution / active EE | $827 | $3,116-73.4% | $2,302-64.1% | $4,762-82.6% |
| Participant deferral / active EE | $1,963 | $4,236-53.7% | $3,336-41.2% | $5,850-66.5% |
| Admin fee / account holder | $23,386 | $12,275+90.5% | $6,420+264.3% | $11,596+101.7% |