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 | $72,446 | $58,828+23.1% | $77,999-7.1% | $62,891+15.2% |
| Participation rate | 40.0% | 71.1%-31.1pp | 75.5%-35.5pp | 69.3%-29.3pp |
| Annual return | 7.36% | 17.16%-9.8pp | 425.96%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,229 | $1,672-26.5% | $2,470-50.2% | $2,281-46.1% |
| Participant deferral / active EE | $3,966 | $2,686+47.7% | $3,497+13.4% | $3,203+23.8% |
| Admin fee / account holder | $389 | $4,393-91.2% | $5,480-92.9% | $4,296-91.0% |