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 | $85,387 | $30,400+180.9% | $53,898+58.4% | $84,808+0.7% |
| Participation rate | 42.3% | 46.4%-4.1pp | 55.0%-12.7pp | 68.3%-26.0pp |
| Annual return | 15.78% | 500.19%-484.4pp | 528.60%-512.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $956 | $603+58.6% | $932+2.5% | $2,631-63.7% |
| Participant deferral / active EE | $2,817 | $1,199+135.1% | $1,826+54.3% | $4,212-33.1% |
| Admin fee / account holder | $1,225 | $1,993-38.5% | $2,491-50.8% | $7,344-83.3% |