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 5-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 | $90,134 | $30,400+196.5% | $53,898+67.2% | $84,808+6.3% |
| Participation rate | 10.5% | 46.4%-35.9pp | 55.0%-44.4pp | 68.3%-57.8pp |
| Annual return | 17.44% | 500.19%-482.8pp | 528.60%-511.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $398 | $603-34.0% | $932-57.3% | $2,631-84.9% |
| Participant deferral / active EE | $1,340 | $1,199+11.8% | $1,826-26.6% | $4,212-68.2% |
| Admin fee / account holder | $454 | $1,993-77.2% | $2,491-81.8% | $7,344-93.8% |