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 | $118,578 | $30,400+290.1% | $53,898+120.0% | $84,808+39.8% |
| Participation rate | 12.3% | 46.4%-34.2pp | 55.0%-42.7pp | 68.3%-56.0pp |
| Annual return | 16.32% | 500.19%-483.9pp | 528.60%-512.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $356 | $603-41.0% | $932-61.8% | $2,631-86.5% |
| Participant deferral / active EE | $913 | $1,199-23.8% | $1,826-50.0% | $4,212-78.3% |
| Admin fee / account holder | $6,769 | $1,993+239.6% | $2,491+171.7% | $7,344-7.8% |