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 | $95,123 | $30,400+212.9% | $53,898+76.5% | $84,808+12.2% |
| Participation rate | 60.0% | 46.4%+13.6pp | 55.0%+5.0pp | 68.3%-8.3pp |
| Annual return | 18.26% | 500.19%-481.9pp | 528.60%-510.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,110 | $603+250.1% | $932+126.4% | $2,631-19.8% |
| Participant deferral / active EE | $4,207 | $1,199+251.0% | $1,826+130.4% | $4,212-0.1% |
| Admin fee / account holder | $1,100 | $1,993-44.8% | $2,491-55.8% | $7,344-85.0% |