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 | $95,034 | $29,660+220.4% | $56,411+68.5% | $80,856+17.5% |
| Participation rate | 23.1% | 41.6%-18.6pp | 52.5%-29.4pp | 67.6%-44.6pp |
| Annual return | 19.27% | 35.23%-16.0pp | 1701.33%-1682.1pp | 35.59%-16.3pp |
| Employer contribution / active EE | $146 | $669-78.1% | $1,039-85.9% | $2,755-94.7% |
| Participant deferral / active EE | $1,464 | $1,226+19.5% | $1,952-25.0% | $4,296-65.9% |
| Admin fee / account holder | $11,923 | $2,428+391.1% | $2,829+321.5% | $6,918+72.3% |