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 | $56,494 | $24,730+128.4% | $66,042-14.5% | $84,808-33.4% |
| Participation rate | 68.3% | 68.1%+0.2pp | 67.5%+0.8pp | 68.3%0pp |
| Annual return | 16.44% | 79.55%-63.1pp | 52.11%-35.7pp | 40.90%-24.5pp |
| Employer contribution / active EE | $335 | $857-60.9% | $1,579-78.8% | $2,631-87.3% |
| Participant deferral / active EE | $2,267 | $1,737+30.5% | $2,835-20.0% | $4,212-46.2% |
| Admin fee / account holder | $496 | $3,014-83.6% | $5,747-91.4% | $7,344-93.3% |