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 | $98,225 | $30,400+223.1% | $53,898+82.2% | $84,808+15.8% |
| Participation rate | 24.7% | 46.4%-21.7pp | 55.0%-30.2pp | 68.3%-43.6pp |
| Annual return | 17.43% | 500.19%-482.8pp | 528.60%-511.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,983 | $1,199+65.4% | $1,826+8.6% | $4,212-52.9% |
| Admin fee / account holder | $1,740 | $1,993-12.7% | $2,491-30.1% | $7,344-76.3% |