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 | $86,575 | $81,625+6.1% | $167,512-48.3% | $74,304+16.5% |
| Participation rate | 51.5% | 60.0%-8.6pp | 77.1%-25.6pp | 60.3%-8.9pp |
| Annual return | 20.71% | 26.09%-5.4pp | 1615.79%-1595.1pp | 29.43%-8.7pp |
| Employer contribution / active EE | $2,238 | $2,010+11.3% | $3,882-42.3% | $2,241-0.1% |
| Participant deferral / active EE | $3,880 | $4,115-5.7% | $6,405-39.4% | $3,767+3.0% |
| Admin fee / account holder | $5,986 | $3,474+72.3% | $9,769-38.7% | $2,969+101.6% |