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 | $87,084 | $83,902+3.8% | $167,512-48.0% | $84,808+2.7% |
| Participation rate | 36.7% | 66.5%-29.8pp | 77.1%-40.4pp | 68.3%-31.6pp |
| Annual return | 15.76% | 91.55%-75.8pp | 1615.79%-1600.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $483 | $2,264-78.7% | $3,882-87.6% | $2,631-81.7% |
| Participant deferral / active EE | $2,776 | $4,442-37.5% | $6,405-56.7% | $4,212-34.1% |
| Admin fee / account holder | $3,101 | $7,915-60.8% | $9,769-68.3% | $7,344-57.8% |