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 | $83,289 | $88,751-6.2% | $81,812+1.8% | $145,922-42.9% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.3%-16.8pp | 80.3%-24.7pp |
| Annual return | 10.56% | 1025.40%-1014.8pp | 773.79%-763.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,249 | $3,083-59.5% | $2,912-57.1% | $4,660-73.2% |
| Participant deferral / active EE | $5,600 | $4,643+20.6% | $4,319+29.7% | $6,688-16.3% |
| Admin fee / account holder | $14,787 | $8,415+75.7% | $7,386+100.2% | $13,397+10.4% |