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 | $108,772 | $83,902+29.6% | $167,512-35.1% | $84,808+28.3% |
| Participation rate | 49.2% | 66.5%-17.3pp | 77.1%-27.9pp | 68.3%-19.1pp |
| Annual return | 16.88% | 91.55%-74.7pp | 1615.79%-1598.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,464 | $2,264-35.3% | $3,882-62.3% | $2,631-44.4% |
| Participant deferral / active EE | $2,835 | $4,442-36.2% | $6,405-55.7% | $4,212-32.7% |
| Admin fee / account holder | $4,502 | $7,915-43.1% | $9,769-53.9% | $7,344-38.7% |