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 9-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 | $86,770 | $29,660+192.6% | $56,411+53.8% | $80,856+7.3% |
| Participation rate | 12.0% | 41.6%-29.6pp | 52.5%-40.5pp | 67.6%-55.6pp |
| Annual return | 10.61% | 35.23%-24.6pp | 1701.33%-1690.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $265 | $669-60.4% | $1,039-74.5% | $2,755-90.4% |
| Participant deferral / active EE | $1,201 | $1,226-2.0% | $1,952-38.5% | $4,296-72.0% |
| Admin fee / account holder | $4,774 | $2,428+96.6% | $2,829+68.8% | $6,918-31.0% |