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 | $77,254 | $56,053+37.8% | $75,972+1.7% | $80,856-4.5% |
| Participation rate | 50.0% | 62.0%-12.0pp | 69.1%-19.1pp | 67.6%-17.6pp |
| Annual return | 11.67% | 20.53%-8.9pp | 359.55%-347.9pp | 35.59%-23.9pp |
| Employer contribution / active EE | $551 | $1,874-70.6% | $2,685-79.5% | $2,755-80.0% |
| Participant deferral / active EE | $1,946 | $3,052-36.2% | $4,255-54.3% | $4,296-54.7% |
| Admin fee / account holder | $16,420 | $5,234+213.7% | $6,467+153.9% | $6,918+137.4% |