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 | $89,635 | $83,902+6.8% | $167,512-46.5% | $84,808+5.7% |
| Participation rate | 54.5% | 66.5%-11.9pp | 77.1%-22.5pp | 68.3%-13.8pp |
| Annual return | 16.96% | 91.55%-74.6pp | 1615.79%-1598.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,327 | $2,264+2.8% | $3,882-40.1% | $2,631-11.6% |
| Participant deferral / active EE | $4,287 | $4,442-3.5% | $6,405-33.1% | $4,212+1.8% |
| Admin fee / account holder | $30,888 | $7,915+290.2% | $9,769+216.2% | $7,344+320.6% |