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 | $82,304 | $54,701+50.5% | $86,188-4.5% | $71,457+15.2% |
| Participation rate | 40.0% | 60.1%-20.1pp | 69.0%-29.0pp | 67.9%-27.9pp |
| Annual return | 17.45% | 20.06%-2.6pp | 1168.45%-1151.0pp | 28.85%-11.4pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,841 | $3,108-40.8% | $3,985-53.8% | $4,289-57.1% |
| Admin fee / account holder | $7,070 | $1,922+267.9% | $6,852+3.2% | $1,587+345.4% |