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 | $87,257 | $85,202+2.4% | $172,739-49.5% | $72,985+19.6% |
| Participation rate | 50.0% | 70.1%-20.1pp | 82.6%-32.6pp | 69.5%-19.5pp |
| Annual return | 22.69% | 27.32%-4.6pp | 802.84%-780.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $880 | $3,324-73.5% | $5,143-82.9% | $2,440-63.9% |
| Participant deferral / active EE | $3,729 | $3,260+14.4% | $5,198-28.2% | $3,607+3.4% |
| Admin fee / account holder | $26,726 | $5,884+354.2% | $13,954+91.5% | $5,124+421.5% |