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 6-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 | $110,659 | $83,902+31.9% | $167,512-33.9% | $84,808+30.5% |
| Participation rate | 56.0% | 66.5%-10.5pp | 77.1%-21.1pp | 68.3%-12.3pp |
| Annual return | 14.16% | 91.55%-77.4pp | 1615.79%-1601.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $683 | $2,264-69.8% | $3,882-82.4% | $2,631-74.0% |
| Participant deferral / active EE | $2,869 | $4,442-35.4% | $6,405-55.2% | $4,212-31.9% |
| Admin fee / account holder | $8,364 | $7,915+5.7% | $9,769-14.4% | $7,344+13.9% |