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 | $96,204 | $83,902+14.7% | $167,512-42.6% | $84,808+13.4% |
| Participation rate | 39.3% | 66.5%-27.2pp | 77.1%-37.8pp | 68.3%-29.0pp |
| Annual return | 14.06% | 91.55%-77.5pp | 1615.79%-1601.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $812 | $2,264-64.1% | $3,882-79.1% | $2,631-69.1% |
| Participant deferral / active EE | $3,468 | $4,442-21.9% | $6,405-45.8% | $4,212-17.7% |
| Admin fee / account holder | $2,592 | $7,915-67.2% | $9,769-73.5% | $7,344-64.7% |