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 | $65,452 | $60,124+8.9% | $90,404-27.6% | $79,858-18.0% |
| Participation rate | 48.1% | 65.0%-16.8pp | 72.7%-24.5pp | 69.6%-21.5pp |
| Annual return | 11.76% | 71.94%-60.2pp | 1293.02%-1281.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $835 | $2,068-59.6% | $3,262-74.4% | $2,471-66.2% |
| Participant deferral / active EE | $2,903 | $2,938-1.2% | $3,963-26.8% | $3,740-22.4% |
| Admin fee / account holder | $4,240 | $3,976+6.6% | $5,611-24.4% | $5,306-20.1% |