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 | $108,662 | $48,364+124.7% | $71,796+51.3% | $62,891+72.8% |
| Participation rate | 25.0% | 60.6%-35.6pp | 69.1%-44.1pp | 69.3%-44.3pp |
| Annual return | 5.96% | 13.16%-7.2pp | 78.04%-72.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,064 | $1,042+2.1% | $1,924-44.7% | $2,281-53.3% |
| Participant deferral / active EE | $1,983 | $2,091-5.2% | $2,794-29.0% | $3,203-38.1% |
| Admin fee / account holder | $798 | $3,771-78.8% | $4,815-83.4% | $4,296-81.4% |