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 | $76,936 | $27,915+175.6% | $58,482+31.6% | $75,163+2.4% |
| Participation rate | 28.1% | 38.8%-10.7pp | 50.9%-22.8pp | 67.2%-39.1pp |
| Annual return | 17.35% | 44.20%-26.8pp | 4239.32%-4222.0pp | 160.62%-143.3pp |
| Employer contribution / active EE | $693 | $669+3.6% | $1,053-34.2% | $2,670-74.0% |
| Participant deferral / active EE | $2,510 | $1,201+109.0% | $1,924+30.5% | $4,125-39.1% |
| Admin fee / account holder | $2,783 | $1,726+61.3% | $2,516+10.6% | $5,651-50.7% |