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 | $82,274 | $56,199+46.4% | $67,652+21.6% | $59,632+38.0% |
| Participation rate | 48.6% | 71.5%-22.9pp | 75.7%-27.1pp | 68.7%-20.1pp |
| Annual return | 1.16% | 18505.31%-18504.2pp | 6625.04%-6623.9pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $434 | $1,614-73.1% | $2,266-80.8% | $2,203-80.3% |
| Participant deferral / active EE | $3,028 | $2,844+6.5% | $3,560-14.9% | $3,192-5.1% |
| Admin fee / account holder | $36,820 | $3,958+830.2% | $4,821+663.8% | $4,297+756.9% |