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 | $66,958 | $40,256+66.3% | $57,343+16.8% | $59,632+12.3% |
| Participation rate | 52.9% | 69.2%-16.2pp | 75.1%-22.2pp | 68.7%-15.7pp |
| Annual return | 1.47% | 27.49%-26.0pp | 24.39%-22.9pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $804 | $1,922-58.2% | $2,689-70.1% | $2,203-63.5% |
| Participant deferral / active EE | $1,630 | $2,399-32.1% | $3,162-48.5% | $3,192-48.9% |
| Admin fee / account holder | $2,861 | $2,818+1.5% | $3,356-14.7% | $4,297-33.4% |