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 | $64,765 | $30,400+113.0% | $53,898+20.2% | $84,808-23.6% |
| Participation rate | 28.0% | 46.4%-18.4pp | 55.0%-27.0pp | 68.3%-40.3pp |
| Annual return | 16.94% | 500.19%-483.2pp | 528.60%-511.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $327 | $603-45.7% | $932-64.9% | $2,631-87.6% |
| Participant deferral / active EE | $725 | $1,199-39.5% | $1,826-60.3% | $4,212-82.8% |
| Admin fee / account holder | $25,593 | $1,993+1183.9% | $2,491+927.5% | $7,344+248.5% |