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 | $90,214 | $79,171+13.9% | $102,423-11.9% | $74,495+21.1% |
| Participation rate | 42.9% | 74.8%-31.9pp | 76.5%-33.6pp | 67.2%-24.3pp |
| Annual return | 15.70% | 54.93%-39.2pp | 29.32%-13.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,495 | $2,362-36.7% | $3,023-50.5% | $2,623-43.0% |
| Participant deferral / active EE | $2,489 | $4,415-43.6% | $5,053-50.7% | $4,346-42.7% |
| Admin fee / account holder | $1,722 | $2,001-13.9% | $9,451-81.8% | $1,942-11.3% |