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 | $82,005 | $59,417+38.0% | $93,606-12.4% | $74,495+10.1% |
| Participation rate | 42.1% | 59.7%-17.6pp | 68.7%-26.7pp | 67.2%-25.1pp |
| Annual return | 20.95% | 81.83%-60.9pp | 133.20%-112.2pp | 1364.94%-1344.0pp |
| Employer contribution / active EE | $388 | $1,264-69.3% | $2,420-84.0% | $2,623-85.2% |
| Participant deferral / active EE | $2,002 | $3,050-34.4% | $4,411-54.6% | $4,346-53.9% |
| Admin fee / account holder | $1,613 | $3,021-46.6% | $8,285-80.5% | $1,942-16.9% |