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 | $139,989 | $29,660+372.0% | $56,411+148.2% | $80,856+73.1% |
| Participation rate | 48.2% | 41.6%+6.6pp | 52.5%-4.3pp | 67.6%-19.4pp |
| Annual return | 12.78% | 35.23%-22.4pp | 1701.33%-1688.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $337 | $669-49.6% | $1,039-67.6% | $2,755-87.8% |
| Participant deferral / active EE | $543 | $1,226-55.7% | $1,952-72.2% | $4,296-87.4% |
| Admin fee / account holder | $18,363 | $2,428+656.4% | $2,829+549.1% | $6,918+165.4% |