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 | $69,883 | $30,400+129.9% | $53,898+29.7% | $84,808-17.6% |
| Participation rate | 28.1% | 46.4%-18.3pp | 55.0%-26.8pp | 68.3%-40.2pp |
| Annual return | 17.89% | 500.19%-482.3pp | 528.60%-510.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $535 | $603-11.2% | $932-42.6% | $2,631-79.7% |
| Participant deferral / active EE | $1,163 | $1,199-3.0% | $1,826-36.3% | $4,212-72.4% |
| Admin fee / account holder | $5,144 | $1,993+158.1% | $2,491+106.5% | $7,344-30.0% |