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 | $76,011 | $29,660+156.3% | $56,411+34.7% | $80,856-6.0% |
| Participation rate | 40.5% | 41.6%-1.1pp | 52.5%-11.9pp | 67.6%-27.1pp |
| Annual return | 14.56% | 35.23%-20.7pp | 1701.33%-1686.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,248 | $669+86.4% | $1,039+20.1% | $2,755-54.7% |
| Participant deferral / active EE | $3,560 | $1,226+190.4% | $1,952+82.4% | $4,296-17.1% |
| Admin fee / account holder | $6,001 | $2,428+147.2% | $2,829+112.1% | $6,918-13.3% |