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 | $89,867 | $30,400+195.6% | $53,898+66.7% | $84,808+6.0% |
| Participation rate | 23.5% | 46.4%-22.9pp | 55.0%-31.4pp | 68.3%-44.8pp |
| Annual return | 16.67% | 500.19%-483.5pp | 528.60%-511.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $677 | $603+12.3% | $932-27.4% | $2,631-74.3% |
| Participant deferral / active EE | $1,176 | $1,199-1.9% | $1,826-35.6% | $4,212-72.1% |
| Admin fee / account holder | $704 | $1,993-64.7% | $2,491-71.8% | $7,344-90.4% |