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 | $94,192 | $58,828+60.1% | $77,999+20.8% | $62,891+49.8% |
| Participation rate | 62.5% | 71.1%-8.6pp | 75.5%-13.0pp | 69.3%-6.8pp |
| Annual return | 10.50% | 17.16%-6.7pp | 425.96%-415.5pp | 20.14%-9.6pp |
| Employer contribution / active EE | $891 | $1,672-46.7% | $2,470-63.9% | $2,281-60.9% |
| Participant deferral / active EE | $2,529 | $2,686-5.8% | $3,497-27.7% | $3,203-21.1% |
| Admin fee / account holder | $450 | $4,393-89.8% | $5,480-91.8% | $4,296-89.5% |