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 6-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 | $83,753 | $29,660+182.4% | $56,411+48.5% | $80,856+3.6% |
| Participation rate | 17.6% | 41.6%-24.0pp | 52.5%-34.8pp | 67.6%-50.0pp |
| Annual return | 15.76% | 35.23%-19.5pp | 1701.33%-1685.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $412 | $669-38.5% | $1,039-60.4% | $2,755-85.1% |
| Participant deferral / active EE | $2,758 | $1,226+125.0% | $1,952+41.3% | $4,296-35.8% |
| Admin fee / account holder | $989 | $2,428-59.3% | $2,829-65.0% | $6,918-85.7% |