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 | $115,957 | $27,915+315.4% | $58,482+98.3% | $75,163+54.3% |
| Participation rate | 27.1% | 38.8%-11.8pp | 50.9%-23.8pp | 67.2%-40.1pp |
| Annual return | 16.52% | 44.20%-27.7pp | 4239.32%-4222.8pp | 160.62%-144.1pp |
| Employer contribution / active EE | $629 | $669-5.9% | $1,053-40.2% | $2,670-76.4% |
| Participant deferral / active EE | $1,790 | $1,201+49.0% | $1,924-7.0% | $4,125-56.6% |
| Admin fee / account holder | $1,023 | $1,726-40.7% | $2,516-59.3% | $5,651-81.9% |