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 | $70,311 | $39,019+80.2% | $80,716-12.9% | $85,850-18.1% |
| Participation rate | 39.1% | 41.5%-2.4pp | 54.2%-15.0pp | 69.3%-30.2pp |
| Annual return | 13.23% | 26.27%-13.0pp | 87.28%-74.0pp | 318.53%-305.3pp |
| Employer contribution / active EE | $918 | $722+27.2% | $1,160-20.9% | $2,565-64.2% |
| Participant deferral / active EE | $2,087 | $1,326+57.4% | $2,146-2.7% | $3,952-47.2% |
| Admin fee / account holder | $5,989 | $2,431+146.4% | $3,380+77.2% | $6,260-4.3% |