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 | $97,503 | $59,417+64.1% | $93,606+4.2% | $74,495+30.9% |
| Participation rate | 47.4% | 59.7%-12.2pp | 68.7%-21.3pp | 67.2%-19.8pp |
| Annual return | 12.23% | 81.83%-69.6pp | 133.20%-121.0pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $856 | $1,264-32.3% | $2,420-64.6% | $2,623-67.4% |
| Participant deferral / active EE | $2,690 | $3,050-11.8% | $4,411-39.0% | $4,346-38.1% |
| Admin fee / account holder | $399 | $3,021-86.8% | $8,285-95.2% | $1,942-79.5% |