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 | $120,485 | $60,124+100.4% | $90,404+33.3% | $79,858+50.9% |
| Participation rate | 64.7% | 65.0%-0.3pp | 72.7%-8.0pp | 69.6%-4.9pp |
| Annual return | 16.15% | 71.94%-55.8pp | 1293.02%-1276.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,102 | $2,068-46.7% | $3,262-66.2% | $2,471-55.4% |
| Participant deferral / active EE | $4,174 | $2,938+42.1% | $3,963+5.3% | $3,740+11.6% |
| Admin fee / account holder | $2,481 | $3,976-37.6% | $5,611-55.8% | $5,306-53.2% |