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 | $78,585 | $27,915+181.5% | $58,482+34.4% | $75,163+4.6% |
| Participation rate | 11.0% | 38.8%-27.9pp | 50.9%-39.9pp | 67.2%-56.2pp |
| Annual return | 15.31% | 44.20%-28.9pp | 4239.32%-4224.0pp | 160.62%-145.3pp |
| Employer contribution / active EE | $94 | $669-86.0% | $1,053-91.1% | $2,670-96.5% |
| Participant deferral / active EE | $389 | $1,201-67.6% | $1,924-79.8% | $4,125-90.6% |
| Admin fee / account holder | $3,215 | $1,726+86.3% | $2,516+27.8% | $5,651-43.1% |