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 | $89,116 | $56,317+58.2% | $71,209+25.1% | $74,304+19.9% |
| Participation rate | 43.0% | 55.1%-12.1pp | 73.8%-30.8pp | 60.3%-17.4pp |
| Annual return | 16.99% | 42.83%-25.8pp | 282.51%-265.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $979 | $2,160-54.7% | $2,721-64.0% | $2,241-56.3% |
| Participant deferral / active EE | $1,918 | $2,788-31.2% | $4,175-54.1% | $3,767-49.1% |
| Admin fee / account holder | $34,304 | $2,290+1398.2% | $5,349+541.3% | $2,969+1055.5% |