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 | $105,408 | $30,400+246.7% | $53,898+95.6% | $84,808+24.3% |
| Participation rate | 9.7% | 46.4%-36.7pp | 55.0%-45.2pp | 68.3%-58.6pp |
| Annual return | 15.25% | 500.19%-484.9pp | 528.60%-513.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $309 | $603-48.7% | $932-66.8% | $2,631-88.3% |
| Participant deferral / active EE | $777 | $1,199-35.1% | $1,826-57.4% | $4,212-81.5% |
| Admin fee / account holder | $526 | $1,993-73.6% | $2,491-78.9% | $7,344-92.8% |