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 | $94,141 | $52,406+79.6% | $129,207-27.1% | $74,495+26.4% |
| Participation rate | 39.5% | 53.8%-14.3pp | 69.6%-30.1pp | 67.2%-27.7pp |
| Annual return | 17.67% | 15.66%+2.0pp | 9417.33%-9399.7pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $1,427 | $1,531-6.8% | $4,153-65.6% | $2,623-45.6% |
| Participant deferral / active EE | $2,332 | $2,794-16.5% | $4,168-44.0% | $4,346-46.3% |
| Admin fee / account holder | $5,898 | $2,633+124.0% | $7,715-23.5% | $1,942+203.7% |